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
$41.6M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$162K
3
+$398

Top Sells

1
+$8.22M
2
+$7.6M
3
+$6.93M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$6.8M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.23M

Sector Composition

1 Real Estate 1.23%
2 Consumer Discretionary 1.2%
3 Financials 0.64%
4 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.12M 21.94%
175,784
+33,144
2
$6.42M 15.43%
33,422
-1,561
3
$6.27M 15.09%
176,420
+4,565
4
$4.18M 10.06%
73,181
-89,540
5
$4.03M 9.68%
35,743
-2,117
6
$2.04M 4.91%
42,904
-159,733
7
$1.5M 3.6%
21,923
-18,203
8
$1.41M 3.4%
56,281
-270,835
9
$1.31M 3.14%
11,314
-17,732
10
$1.12M 2.7%
29,835
-184,147
11
$784K 1.89%
7,079
-36,543
12
$777K 1.87%
7,182
-48,298
13
$543K 1.31%
9,756
-19,470
14
$513K 1.23%
7,740
+6
15
$499K 1.2%
6,778
-1,975
16
$318K 0.77%
2,687
-69,470
17
$268K 0.64%
1,500
18
$249K 0.6%
4,653
-16,537
19
$218K 0.52%
2,322
20
– –
-4,758
21
– –
-2,004
22
– –
-34,004