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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.46M 3.77%
143,876
+2,060
2
$9.45M 3.77%
117,575
+29
3
$9.27M 3.7%
183,083
-2,170
4
$8.75M 3.49%
26,546
-61
5
$6.96M 2.77%
136,189
+692
6
$5.16M 2.06%
103,257
+8,171
7
$5M 1.99%
29,885
-154
8
$4.95M 1.97%
105,107
+29,126
9
$4.71M 1.88%
40,499
+138
10
$4.63M 1.85%
20,827
-790
11
$3.95M 1.58%
65,309
+3,863
12
$3.89M 1.55%
152,475
-89
13
$3.77M 1.5%
85,135
+2,132
14
$3.67M 1.46%
9,770
-401
15
$3.12M 1.24%
6,071
-685
16
$3.05M 1.22%
129,061
+29,432
17
$3.03M 1.21%
10,518
+520
18
$2.91M 1.16%
93,933
+3,417
19
$2.73M 1.09%
5,813
-50
20
$2.67M 1.07%
24,668
+659
21
$2.64M 1.05%
4,948
-78
22
$2.5M 1%
43,408
+969
23
$2.45M 0.98%
12,864
-601
24
$2.41M 0.96%
18,656
+520
25
$2.31M 0.92%
80,827
-3,603
1
2 3 4 5