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
$98.7M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$314K
3
+$254K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$231K
5
MBB icon
iShares MBS ETF
MBB
+$164K

Top Sells

1
+$477K
2
+$324K
3
+$248K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$233K
5
HBAN icon
Huntington Bancshares
HBAN
+$159K

Sector Composition

1 Real Estate 0.57%
2 Consumer Discretionary 0.55%
3 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 10.51%
161,950
+3,957
2
$10.3M 10.46%
316,382
-7,591
3
$9.26M 9.38%
79,947
-947
4
$9.21M 9.32%
228,680
-5,790
5
$7.41M 7.5%
143,113
+2,216
6
$6.89M 6.98%
155,676
-10,776
7
$6.47M 6.56%
41,505
-100
8
$6.08M 6.16%
58,846
+1,588
9
$5.95M 6.03%
56,406
+2,971
10
$5.45M 5.52%
62,470
-3,714
11
$5.22M 5.29%
41,238
-206
12
$4.49M 4.54%
72,037
+603
13
$4.05M 4.11%
82,749
+4,713
14
$2.68M 2.71%
24,804
+673
15
$1.85M 1.88%
17,697
+595
16
$1.55M 1.57%
15,698
+3,465
17
$565K 0.57%
8,975
18
$547K 0.55%
9,620
19
$353K 0.36%
1,650
20
– –
-10,774