IWA
Independence Wealth Advisors Portfolio holdings
AUM
$44.6M
This Quarter Return
-0.15%
1 Year Return
+23.44%
3 Year Return
+34.11%
5 Year Return
–
10 Year Return
–
AUM
$96.3M
AUM Growth
+$96.3M
(-11%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-12.16%
Top 10 Holdings %
Top 10 Hldgs %
78.7%
Holding
26
New
–
Increased
8
Reduced
8
Closed
6
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$558K |
| 2 |
iShares International Select Dividend ETF
IDV
|
$507K |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$389K |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$362K |
| 5 |
iShares MBS ETF
MBB
|
$307K |
Top Sells
Sector Composition
| 1 | Real Estate | 0.61% |
| 2 | Consumer Discretionary | 0.49% |
| 3 | Financials | 0.48% |