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
VTIPVanguard Malvern Fds Recent Activity Increased 6.31%	0.37%	$891,070 18,403 shares@ $48.42 avg price	Increased 6.31%
XMMOInvesco Exchange Traded Fd T Recent Activity Increased 118.39%	0.37%	$889,402 7,200 shares@ $123.53 avg price	Increased 118.39%
HACKAmplify Etf Tr Recent Activity Increased 0.44%	0.36%	$875,011 11,747 shares@ $74.49 avg price	Increased 0.44%
GOOGAlphabet Inc Recent Activity Increased 10.35%	0.36%	$865,404 4,544 shares@ $190.45 avg price	Increased 10.35%
BABoeing Co Recent Activity Increased 35.29%	0.34%	$832,056 4,701 shares@ $177.0 avg price	Increased 35.29%
SDVYFirst Tr Exchange-traded Fd Recent Activity Increased 32.54%	0.33%	$806,015 22,483 shares@ $35.85 avg price	Increased 32.54%
EFAIshares Tr Recent Activity Increased 3.55%	0.31%	$760,109 10,053 shares@ $75.62 avg price	Increased 3.55%
VOTVanguard Index Fds Recent Activity Increased 0.46%	0.3%	$733,624 2,891 shares@ $253.77 avg price	Increased 0.46%
CLXClorox Co Del Recent Activity Increased 7.22%	0.29%	$692,456 4,264 shares@ $162.4 avg price	Increased 7.22%
JCPBJ P Morgan Exchange Traded F Recent Activity Increased 51.06%	0.28%	$670,481 14,554 shares@ $46.07 avg price	Increased 51.06%