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
$101M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$806K
3
+$765K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$678K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$527K

Top Sells

1
+$161K
2
+$100K

Sector Composition

1 Consumer Discretionary 0.79%
2 Real Estate 0.75%
3 Utilities 0.33%
4 Financials 0.32%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 10.41%
171,858
+12,457
2
$10.1M 9.92%
327,554
+27,126
3
$10M 9.9%
195,225
+13,172
4
$7.91M 7.8%
207,056
-2,621
5
$7.41M 7.31%
47,098
+5,120
6
$7.23M 7.13%
186,170
+11,100
7
$7.07M 6.97%
60,645
+1,531
8
$6.84M 6.74%
152,628
-3,596
9
$6.11M 6.02%
54,863
+2,513
10
$5.67M 5.59%
44,549
+4,142
11
$4.18M 4.12%
38,867
+4,100
12
$3.73M 3.67%
73,891
+4,879
13
$3.48M 3.44%
44,498
+1,789
14
$2.52M 2.48%
22,271
+242
15
$1.91M 1.88%
33,300
+6,375
16
$1.82M 1.8%
18,126
+1,592
17
$1.55M 1.53%
14,516
+400
18
$806K 0.79%
9,620
19
$765K 0.75%
9,624
+5
20
$337K 0.33%
+4,356
21
$320K 0.32%
1,500
22
$318K 0.31%
+2,280
23
$297K 0.29%
+3,675
24
$240K 0.24%
+1,465
25
$228K 0.22%
1,398