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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.5M
3
+$9.52M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.68M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 0.79%
2 Consumer Discretionary 0.5%
3 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 9.92%
+164,106
2
$10.5M 9.62%
+311,424
3
$9.52M 8.7%
+250,740
4
$9.3M 8.51%
+81,434
5
$7.68M 7.02%
+134,950
6
$6.8M 6.22%
+178,048
7
$6.08M 5.56%
+45,110
8
$5.75M 5.26%
+53,980
9
$5.61M 5.13%
+73,079
10
$5.59M 5.11%
+44,977
11
$5.35M 4.9%
+48,974
12
$3.68M 3.37%
+122,686
13
$3.6M 3.29%
+55,760
14
$3.53M 3.23%
+70,862
15
$3.19M 2.92%
+29,093
16
$3.13M 2.86%
+126,813
17
$3.07M 2.81%
+27,755
18
$1.84M 1.68%
+17,503
19
$1.08M 0.99%
+10,807
20
$1.02M 0.94%
+20,149
21
$606K 0.55%
+8,975
22
$552K 0.5%
+9,620
23
$327K 0.3%
+1,650
24
$260K 0.24%
+19,312
25
$232K 0.21%
+7,016
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