HIW
Holos Integrated Wealth Portfolio holdings
AUM
$166M
This Quarter Return
+1.45%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.5%
Holding
314
New
313
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Consumer Staples | 2.29% |
| 3 | Consumer Discretionary | 1.6% |
| 4 | Healthcare | 1.41% |
| 5 | Industrials | 1.38% |
