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
1
$10.5M 9.72%
159,589
-4,517
2
$10.2M 9.4%
308,147
-3,277
3
$9.17M 8.48%
244,495
-6,245
4
$8.69M 8.03%
79,493
-1,941
5
$8.05M 7.44%
137,924
+2,974
6
$6.73M 6.22%
173,504
-4,544
7
$5.92M 5.47%
43,504
-1,606
8
$5.68M 5.25%
54,313
+333
9
$5.56M 5.14%
72,160
-919
10
$5.17M 4.78%
48,182
-792
11
$5.11M 4.72%
42,554
-2,423
12
$4.38M 4.05%
147,301
+24,615
13
$4.28M 3.96%
65,657
+9,897
14
$3.51M 3.24%
153,394
+26,581
15
$3.46M 3.2%
70,100
-762
16
$3.22M 2.98%
29,730
+637
17
$2.67M 2.47%
24,544
-3,211
18
$1.8M 1.66%
17,176
-327
19
$1.05M 0.97%
10,495
-312
20
$1M 0.93%
19,673
-476
21
$557K 0.51%
9,620
22
$545K 0.5%
8,975
23
$329K 0.3%
1,650
24
$238K 0.22%
6,775
-241
25
$225K 0.21%
19,312
1
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