Andrew Endelman

@Independent Wealth Network Inc.

Latest period2024 - Q4

Reported2d 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
CGUSCapital Group Core Equity Et Recent Activity Increased 35.19%	0.4%	$973,320 27,833 shares@ $34.97 avg price	Increased 35.19%
SOXXIshares Tr Recent Activity Increased 10.18%	0.4%	$968,698 4,495 shares@ $215.51 avg price	Increased 10.18%
ITAIshares Tr Recent Activity Increased 6.38%	0.4%	$965,983 6,646 shares@ $145.35 avg price	Increased 6.38%
MOAltria Group Inc Recent Activity Increased 2.5%	0.4%	$963,223 18,421 shares@ $52.29 avg price	Increased 2.5%
VCITVanguard Scottsdale Fds Recent Activity Increased 11.68%	0.39%	$939,868 11,709 shares@ $80.27 avg price	Increased 11.68%
ETEnergy Transfer L P Recent Activity Increased 5.17%	0.38%	$932,620 47,607 shares@ $19.59 avg price	Increased 5.17%
VNQVanguard Index Fds Recent Activity Increased 6.15%	0.38%	$920,036 10,328 shares@ $89.09 avg price	Increased 6.15%
HONHoneywell Intl Inc Recent Activity Increased 2.73%	0.37%	$911,466 4,035 shares@ $225.89 avg price	Increased 2.73%
XOMExxon Mobil Corp Recent Activity Increased 0.85%	0.37%	$900,792 8,374 shares@ $107.58 avg price	Increased 0.85%
XLESelect Sector Spdr Tr Recent Activity Increased 9.63%	0.37%	$894,364 10,441 shares@ $85.66 avg price	Increased 9.63%