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
$108M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$645K
3
+$608K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$174K
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$69K

Top Sells

1
+$350K
2
+$298K
3
+$291K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$234K
5
IWF icon
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 Change
in Stake 		Capital Flow
26
$163K 0.15%
10,774
1
2