HIW
Holos Integrated Wealth Portfolio holdings
AUM
$166M
This Quarter Return
+8.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$13.8M
(+9%)
Cap. Flow
-$285K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
59.56%
Holding
319
New
5
Increased
25
Reduced
47
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 7.02% |
| 2 | Technology | 3.12% |
| 3 | Industrials | 1.24% |
| 4 | Consumer Discretionary | 1.16% |
| 5 | Financials | 1.01% |
