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
$94.8M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.31M
3
+$249K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$188K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$27.4K

Top Sells

1
+$3.73M
2
+$1.5M
3
+$1.27M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$743K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$696K

Sector Composition

1 Consumer Discretionary 0.9%
2 Real Estate 0.89%
3 Financials 0.33%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,280
27
– –
-1,465
1
2