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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
CTVACorteva Inc
Recent Activity
New Position
0.09%
$211,168
3,707 shares@ $56.97 avg price
MUBIshares Tr
Recent Activity
New Position
0.09%
$210,634
1,977 shares@ $106.55 avg price
IMCGIshares Tr
Recent Activity
New Position
0.09%
$210,062
2,781 shares@ $75.54 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.09%
$209,694
950 shares@ $220.74 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.09%
$209,521
1,061 shares@ $197.48 avg price
WINNHarbor Etf Trust
Recent Activity
New Position
0.09%
$207,694
7,633 shares@ $27.22 avg price
ACNAccenture Plc Ireland
Recent Activity
New Position
0.09%
$205,445
584 shares@ $351.79 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.09%
$203,342
2,895 shares@ $70.24 avg price
WBAWalgreens Boots Alliance Inc
Recent Activity
New Position
0.05%
$104,848
11,238 shares@ $9.33 avg price
BGSB & G Foods Inc New
Recent Activity
New Position
0.04%
$77,292
11,218 shares@ $6.89 avg price