IWA

Independence Wealth Advisors Portfolio holdings

AUM $44.6M
1-Year Est. Return 23.44%
This Quarter Est. Return
1 Year Est. Return
+23.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$10.5M
3 +$9.52M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.3M
5
IEMG icon
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 Change
in Stake
Capital Flow
26
$157K 0.14%
+10,774