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
$92.7M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$2.6M
3
+$2.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$220K

Top Sells

1
+$2.59M
2
+$2.37M
3
+$2.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.59M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.43M

Sector Composition

1 Real Estate 0.8%
2 Consumer Discretionary 0.77%
3 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.69M 10.45%
159,401
+23,993
2
$9.41M 10.15%
182,053
+50,276
3
$9.27M 10%
300,428
+66,916
4
$7.71M 8.31%
+209,677
5
$6.73M 7.26%
156,224
+868
6
$6.66M 7.19%
59,114
-20,984
7
$6.63M 7.15%
175,070
-54,505
8
$6.35M 6.85%
41,978
-365
9
$5.71M 6.16%
52,350
-4,225
10
$4.99M 5.38%
40,407
-717
11
$3.7M 3.99%
34,767
-24,382
12
$3.44M 3.71%
69,012
-13,699
13
$3.29M 3.55%
42,709
-20,600
14
$2.45M 2.64%
22,029
-2,955
15
$1.65M 1.78%
16,534
-165
16
$1.55M 1.67%
26,925
-24,931
17
$1.5M 1.61%
14,116
-3,651
18
$738K 0.8%
9,619
+5
19
$715K 0.77%
9,620
20
$301K 0.32%
1,500
-150
21
$220K 0.24%
+1,398