Andrew Endelman

@Independent Wealth Network Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$246.475M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
UBERUber Technologies Inc Recent Activity Exited	0%	$230,591 3,068 shares@ $75.17 avg price	Exited
CTASCintas Corp Recent Activity Exited	0%	$220,292 1,070 shares@ $205.89 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$210,432 8,970 shares@ $23.46 avg price	Exited
TTTrane Technologies Plc Recent Activity Exited	0%	$206,228 531 shares@ $388.38 avg price	Exited
DONWisdomtree Tr Recent Activity Exited	0%	$202,683 3,964 shares@ $51.14 avg price	Exited
BTGB2gold Corp Recent Activity Exited	0%	$30,800 10,000 shares@ $3.08 avg price	Exited