IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 4.08%
121,430
+1,386
2
$12.7M 4.07%
26,531
+28
3
$11.7M 3.76%
149,292
+4,420
4
$9.96M 3.2%
196,277
+31,273
5
$8.16M 2.62%
147,540
+6,672
6
$5.82M 1.87%
42,109
+1,265
7
$5.74M 1.84%
113,650
+6,798
8
$5.1M 1.64%
27,343
+698
9
$4.99M 1.6%
19,581
+163
10
$4.96M 1.59%
31,930
+709
11
$4.9M 1.58%
67,710
-1,728
12
$4.75M 1.53%
9,176
-260
13
$4.59M 1.48%
189,136
+38,870
14
$4.48M 1.44%
173,216
+17,329
15
$4.42M 1.42%
104,236
+1,076
16
$4.05M 1.3%
6,607
+782
17
$4.01M 1.29%
84,529
-9,664
18
$3.89M 1.25%
88,487
+1,311
19
$3.52M 1.13%
5,858
-56
20
$3.52M 1.13%
9,890
+344
21
$3.25M 1.05%
14,816
+599
22
$2.96M 0.95%
36,990
+828
23
$2.81M 0.9%
47,871
+3,645
24
$2.68M 0.86%
18,997
+545
25
$2.61M 0.84%
5,200
+350
1
2 3 4 5