IWA
Independence Wealth Advisors Portfolio holdings
AUM
$44.6M
This Quarter Return
-1.08%
1 Year Return
+23.44%
3 Year Return
+34.11%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-1%)
Cap. Flow
+$83.6K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
69.93%
Holding
26
New
–
Increased
6
Reduced
15
Closed
–
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$350K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$298K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$291K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$234K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$219K |
Sector Composition
| 1 | Real Estate | 0.71% |
| 2 | Consumer Discretionary | 0.51% |
| 3 | Financials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Huntington Bancshares
HBAN
$25.8B
| $163K | 0.15% |
10,774
| – | – |
|