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
$83.2M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$110K
2
+$98.1K
3
+$58.2K
4
WPC icon
W.P. Carey
WPC
+$40.9K
5
MBB icon
iShares MBS ETF
MBB
+$31.7K

Top Sells

1
+$2.38M
2
+$1.46M
3
+$1.05M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$534K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.7K

Sector Composition

1 Consumer Discretionary 0.75%
2 Real Estate 0.74%
3 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.1M 9.74%
80,098
+151
2
$7.63M 9.16%
229,575
+895
3
$7.45M 8.95%
135,408
-26,542
4
$6.7M 8.06%
233,512
-82,870
5
$6.21M 7.47%
131,777
-11,336
6
$6.19M 7.44%
59,149
+303
7
$6.03M 7.24%
56,575
+169
8
$5.85M 7.03%
155,356
-320
9
$5.54M 6.66%
42,343
+838
10
$4.57M 5.49%
41,124
-114
11
$4.39M 5.27%
63,309
+839
12
$4.06M 4.88%
82,711
-38
13
$2.72M 3.27%
24,984
+180
14
$2.69M 3.23%
51,856
-20,181
15
$1.87M 2.25%
17,767
+70
16
$1.64M 1.97%
16,699
+1,001
17
$620K 0.75%
9,620
18
$615K 0.74%
9,614
+639
19
$337K 0.41%
1,650