IWA

Independence Wealth Advisors Portfolio holdings

AUM $44.6M
1-Year Est. Return 23.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.3M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$529K
3
+$389K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$378K
5
MBB icon
iShares MBS ETF
MBB
+$306K

Top Sells

1
+$4.38M
2
+$3.51M
3
+$3.22M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$487K

Sector Composition

1 Real Estate 0.61%
2 Consumer Discretionary 0.49%
3 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-153,394
1
2