Independence Wealth Advisors, Inc.
CIK
1732846
Location
MCLEAN, VA
Portfolio Value
Micro
$1,740,418
Diversification
Highly concentrated
Filing Date
Global Rank
#5,798
/ 5,890
▼ 599
· as of Dec 2020
Top Industry
Restaurants
37.3%
3Y Alpha vs SPY
-12.4%
Period ended 5 years ago
Filed Feb 16, 2021 · 5y
4 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.9%
SPY
+76.5%
Annualised alpha
-12.6%
Max drawdown
−14.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Dec 31, 2020 · Δ vs Sep 30, 2020Top Position
37.3%
+0.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,811
Highly concentrated+4
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 37.3% | $649,903 |
| Real Estate | 28.6% | $498,622 |
| Financial Services | 20.0% | $347,805 |
| Technology | 14.0% | $244,088 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SBUX | Starbucks Corp | −496 | 6,075 | $649,903 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$1,740,418 total
· as of Dec 31, 2020
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 6,075 | $649,903 | 37.34% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Held | 7,213 | $498,622 | 28.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,500 | $347,805 | 19.98% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Held | 2,322 | $244,088 | 14.02% |