IWN

Independent Wealth Network Portfolio holdings

AUM $311M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 4.67%
125,166
+6,117
2
$8.89M 4.14%
26,678
+20
3
$7.93M 3.69%
123,832
-4,231
4
$6.18M 2.88%
126,851
-3,308
5
$6.06M 2.82%
120,061
+93
6
$4.68M 2.18%
10,461
-224
7
$4.41M 2.05%
28,185
+546
8
$4.39M 2.04%
20,834
+170
9
$4.36M 2.03%
38,805
-1,716
10
$3.7M 1.72%
147,432
-7,460
11
$3.51M 1.63%
64,460
-10,866
12
$3.32M 1.55%
66,829
+1,226
13
$3.32M 1.54%
82,456
+520
14
$3.18M 1.48%
54,076
+6,558
15
$2.99M 1.39%
62,869
+51,216
16
$2.84M 1.32%
31,144
+977
17
$2.78M 1.3%
5,567
+213
18
$2.74M 1.28%
22,186
+1,926
19
$2.52M 1.17%
+72,571
20
$2.41M 1.12%
12,477
+265
21
$2.28M 1.06%
4,758
+141
22
$2.16M 1.01%
40,360
-1,556
23
$2.14M 1%
49,381
-9
24
$2.11M 0.98%
23,000
+3,703
25
$2.09M 0.97%
17,589
+172
1
2 3 4 5