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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 4.6%
26,619
-59
2
$9.72M 4.3%
117,210
-7,956
3
$8.99M 3.98%
177,262
+57,201
4
$8.02M 3.55%
118,810
-5,022
5
$6.86M 3.03%
129,832
+2,981
6
$4.78M 2.11%
100,671
+37,802
7
$4.74M 2.09%
20,337
-497
8
$4.72M 2.09%
39,521
+716
9
$4.17M 1.84%
28,316
+131
10
$4.11M 1.82%
9,557
-904
11
$3.84M 1.7%
146,959
-473
12
$3.65M 1.61%
80,005
-2,451
13
$3.61M 1.6%
58,058
+3,982
14
$3.59M 1.59%
67,443
+614
15
$2.86M 1.26%
5,420
-147
16
$2.65M 1.17%
21,796
-390
17
$2.61M 1.15%
+23,574
18
$2.57M 1.14%
41,734
+1,374
19
$2.44M 1.08%
85,886
+8,227
20
$2.37M 1.05%
9,742
+1,229
21
$2.36M 1.04%
4,834
+76
22
$2.3M 1.02%
17,927
+338
23
$2.25M 1%
12,101
-376
24
$2.22M 0.98%
77,125
+6,664
25
$2.22M 0.98%
49,542
+161
1
2 3 4 5