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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
RPVInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.09%
0.25%
$595,115
6,597 shares@ $90.21 avg price
ICVTIshares Tr
Recent Activity
Decreased -0.91%
0.24%
$588,162
6,922 shares@ $84.97 avg price
USHYIshares Tr
Recent Activity
Decreased -32.61%
0.24%
$581,093
15,795 shares@ $36.79 avg price
AAXJIshares Tr
Recent Activity
Decreased -4.19%
0.24%
$567,014
7,856 shares@ $72.18 avg price
AFLAflac Inc
Recent Activity
Decreased -2.31%
0.23%
$550,979
5,327 shares@ $103.44 avg price
IJKIshares Tr
Recent Activity
Decreased -1.08%
0.22%
$540,068
5,939 shares@ $90.94 avg price
FSKFs Kkr Cap Corp
Recent Activity
Decreased -19.4%
0.22%
$534,929
24,628 shares@ $21.73 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -9.65%
0.21%
$509,879
20,510 shares@ $24.87 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -0.83%
0.21%
$509,641
10,128 shares@ $50.33 avg price
IVEIshares Tr
Recent Activity
Decreased -13.76%
0.21%
$507,254
2,657 shares@ $190.92 avg price