IWA
Independence Wealth Advisors Portfolio holdings
AUM
$44.6M
This Quarter Return
+8.15%
1 Year Return
+23.44%
3 Year Return
+34.11%
5 Year Return
–
10 Year Return
–
AUM
$38.8M
AUM Growth
+$38.8M
(-6.8%)
Cap. Flow
-$5.77M
Cap. Flow
% of AUM
-14.89%
Top 10 Holdings %
Top 10 Hldgs %
97.89%
Holding
19
New
–
Increased
5
Reduced
5
Closed
6
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$853K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$267K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$59.4K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$38.7K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$17.8K |
Top Sells
| 1 |
iShares International Select Dividend ETF
IDV
|
$1.41M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$1.12M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.02M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$908K |
| 5 |
iShares MBS ETF
MBB
|
$784K |
Sector Composition
| 1 | Consumer Discretionary | 1.46% |
| 2 | Real Estate | 1.21% |
| 3 | Financials | 0.82% |
| 4 | Technology | 0.53% |
