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IWA

Independence Wealth Advisors Portfolio holdings

AUM $44.6M
1-Year Est. Return 23.44%
This Fund
S&P 500
This Quarter Est. Return
+3.22%
1 Year Est. Return
+23.44%
3 Year Est. Return
+34.11%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow %
98.56%
Top 10 Hldgs %
71.07%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.7M
2
IDV icon
iShares International Select Dividend ETF
IDV
+$10.4M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.27M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.02M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
HBAN icon
26
Huntington Bancshares
HBAN
$35.1B
$157K 0.14%
+10,774
New +$151K
1
2

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Independence Wealth Advisors's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Independence Wealth Advisors, which disclosed 26 positions worth $109M. Its ten largest holdings account for 71% of the portfolio.

Its largest position is iShares Core MSCI EAFE ETF: 164,106 shares worth $10.8M.

By sector, the portfolio is most concentrated in Real Estate at 0.79% of assets, followed by Consumer Discretionary and Financials.

  • Independence Wealth Advisors's largest Q4 2017 buy was iShares Core MSCI EAFE ETF: 164,106 shares worth $10.8M.
  • Independence Wealth Advisors's ten largest holdings make up 71% of its $109M portfolio in Q4 2017.
  • Independence Wealth Advisors disclosed 26 positions in Q4 2017, its first 13F filing on record.

Based on Independence Wealth Advisors's 13F filing for Q4 2017, filed 15 Mar 2018.