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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$399K
2
+$356K
3
+$205K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$195K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$185K

Top Sells

1
+$318K
2
+$284K
3
+$256K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$233K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$208K

Sector Composition

1 Consumer Discretionary 0.69%
2 Real Estate 0.53%
3 Financials 0.33%
4 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.32M 10.01%
72,157
+3,457
2
$8.2M 9.86%
202,637
+5,064
3
$8.12M 9.76%
162,721
-5,698
4
$7.39M 8.89%
327,116
+8,179
5
$6.97M 8.38%
213,982
+5,004
6
$5.88M 7.07%
142,640
-920
7
$5.34M 6.42%
55,480
+258
8
$5.27M 6.33%
34,983
-1,700
9
$4.95M 5.94%
171,855
-3,200
10
$4.82M 5.79%
43,622
+1,242
11
$3.9M 4.69%
34,004
+1,301
12
$3.75M 4.51%
37,860
-751
13
$3.28M 3.95%
29,046
+3,147
14
$2.25M 2.71%
40,126
-288
15
$1.59M 1.92%
29,226
+3,575
16
$950K 1.14%
21,190
-5,194
17
$575K 0.69%
8,753
-867
18
$475K 0.57%
4,758
-140
19
$440K 0.53%
7,734
-1,898
20
$274K 0.33%
1,500
21
$213K 0.26%
2,322
22
$213K 0.26%
2,004
23
– –
-1,168
24
– –
-3,675