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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 4.19%
117,546
+336
2
$9.78M 3.97%
141,816
+23,006
3
$9.65M 3.92%
26,607
-12
4
$9.33M 3.79%
185,253
+7,991
5
$6.93M 2.81%
135,497
+5,665
6
$5.41M 2.2%
21,617
+1,280
7
$4.74M 1.92%
40,361
+840
8
$4.63M 1.88%
95,086
+27,643
9
$4.35M 1.77%
30,039
+1,723
10
$4.29M 1.74%
10,171
+614
11
$3.92M 1.59%
61,446
+3,388
12
$3.81M 1.55%
152,564
+5,605
13
$3.64M 1.48%
6,756
+1,336
14
$3.61M 1.47%
75,981
-24,690
15
$3.59M 1.46%
83,003
+2,998
16
$3.45M 1.4%
37,705
+15,039
17
$3.22M 1.31%
24,009
+2,213
18
$3M 1.22%
5,863
+1,029
19
$2.95M 1.2%
13,465
+1,364
20
$2.47M 1%
84,430
+7,305
21
$2.43M 0.99%
42,439
+705
22
$2.42M 0.98%
9,998
+256
23
$2.39M 0.97%
62,350
+42,286
24
$2.38M 0.97%
90,516
+4,630
25
$2.35M 0.96%
99,629
+14,979
1
2 3 4 5