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
$103M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$601K
3
+$519K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$318K
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$257K

Top Sells

1
+$1.36M
2
+$415K
3
+$186K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$181K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$174K

Sector Composition

1 Consumer Discretionary 0.82%
2 Real Estate 0.73%
3 Financials 0.33%
4 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 10.67%
168,419
+7,960
2
$10.7M 10.4%
318,937
+1,607
3
$10.6M 10.32%
197,573
+4,118
4
$8.79M 8.54%
208,978
-4,428
5
$7.72M 7.5%
68,700
+16,208
6
$7.21M 7%
175,055
+4,180
7
$7.18M 6.98%
55,222
-3,193
8
$6.95M 6.75%
143,560
-3,552
9
$6.45M 6.27%
36,683
-989
10
$5.27M 5.12%
38,611
-148
11
$4.58M 4.45%
42,380
+5,564
12
$3.68M 3.58%
32,703
+2,285
13
$3.39M 3.29%
40,414
-2,157
14
$2.95M 2.87%
25,899
+1,980
15
$1.64M 1.6%
26,384
+2,441
16
$1.42M 1.38%
25,651
+2,015
17
$846K 0.82%
9,620
18
$755K 0.73%
9,632
+4
19
$493K 0.48%
4,898
-13,502
20
$340K 0.33%
1,500
21
$318K 0.31%
+3,675
22
$227K 0.22%
+2,322
23
$214K 0.21%
2,004
-543
24
$208K 0.2%
+1,168