test

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
LACLithium Amers Corp New
Recent Activity
Increased 133.36%
0.27%
$644,410
216,973 shares@ $2.98 avg price
BUFBInnovator Etfs Trust
Recent Activity
Increased 1.91%
0.26%
$628,184
19,448 shares@ $32.31 avg price
CMECme Group Inc
Recent Activity
Increased 2.06%
0.26%
$622,984
2,683 shares@ $232.2 avg price
EWAIshares Inc
Recent Activity
Increased 2.12%
0.26%
$617,993
25,901 shares@ $23.86 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.11%
0.25%
$608,154
6,925 shares@ $87.83 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 1.88%
0.25%
$601,582
8,422 shares@ $71.43 avg price
FYCFirst Tr Exchange-traded Alp
Recent Activity
Increased 31.24%
0.25%
$592,726
7,655 shares@ $77.43 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 15.11%
0.24%
$590,757
15,396 shares@ $38.38 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 5%
0.24%
$590,323
12,940 shares@ $45.63 avg price
FEXFirst Tr Lrge Cp Core Alpha
Recent Activity
Increased 36.19%
0.24%
$577,792
5,540 shares@ $104.3 avg price