IWAO
Independence Wealth Advisors (Ohio) Portfolio holdings
AUM
$178M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$178M
AUM Growth
–
Holding
83
Top Buys
| 1 | +$24.4M | |
| 2 | +$20M | |
| 3 | +$9.09M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$8.91M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$8.43M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.51% |
| 2 | Communication Services | 2.7% |
| 3 | Financials | 2.41% |
| 4 | Consumer Discretionary | 1.7% |
| 5 | Healthcare | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Novartis
NVS
$294B
| $240K | 0.13% |
+1,738
|
|
||
77
Airbnb
ABNB
$74.9B
| $236K | 0.13% |
+1,739
|
|
||
78
Defiance Quantum ETF
QTUM
$3.4B
| $228K | 0.13% |
+2,075
|
|
||
79
Air Products & Chemicals
APD
$65.4B
| $221K | 0.12% |
+896
|
|
||
80
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
| $214K | 0.12% |
+6,800
|
|
||
81
Diageo
DEO
$40.8B
| $211K | 0.12% |
+2,449
|
|
||
82
iShares Core S&P Small-Cap ETF
IJR
$93.1B
| $201K | 0.11% |
+1,672
|
|
||
83
Walmart Inc
WMT
$1T
| $201K | 0.11% |
+1,803
|
|