IWA
Independence Wealth Advisors Portfolio holdings
AUM
$44.6M
This Quarter Return
+3.22%
1 Year Return
+23.44%
3 Year Return
+34.11%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.07%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$10.8M |
| 2 |
iShares International Select Dividend ETF
IDV
|
$10.5M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.52M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$9.3M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$7.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 0.79% |
| 2 | Consumer Discretionary | 0.5% |
| 3 | Financials | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Huntington Bancshares
HBAN
$25.7B
| $157K | 0.14% |
+10,774
| New | +$157K |
|