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Andrew Endelman

@Independent Wealth Network Inc.

Latest period2024 - Q4ReportedManaged Assets$246.475MTotal holdings236
Assets growth rate8.94%Assets growth rate (2-Q avg)7.12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Wealth Network Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 236 positions.

Assets under management

The assets under management (AUM) of Independent Wealth Network Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.475M in assets, with a quarterly growth rate of 8.94% and a 2-quarter average growth rate of 7.12%. The portfolio is managed by Andrew Endelman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ONEQFidelity Comwlth Tr
Recent Activity
New Position
0.72%
$1.762M
23,161 shares@ $76.07 avg price
JMHIJ P Morgan Exchange Traded F
Recent Activity
New Position
0.68%
$1.655M
32,946 shares@ $50.22 avg price
SGOVIshares Tr
Recent Activity
New Position
0.55%
$1.333M
13,284 shares@ $100.33 avg price
QYLDGlobal X Fds
Recent Activity
New Position
0.5%
$1.229M
67,446 shares@ $18.23 avg price
JSMLJanus Detroit Str Tr
Recent Activity
New Position
0.27%
$644,291
9,829 shares@ $65.56 avg price
FRTYThe Alger Etf Trust
Recent Activity
New Position
0.24%
$588,087
31,448 shares@ $18.71 avg price
RTRECollaborative Investmnt Ser
Recent Activity
New Position
0.21%
$498,927
20,238 shares@ $24.66 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.2%
$477,524
15,271 shares@ $31.27 avg price
SCHVSchwab Strategic Tr
Recent Activity
New Position
0.15%
$352,388
13,517 shares@ $26.07 avg price
HYLSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.13%
$313,860
7,594 shares@ $41.33 avg price