HIW

Holos Integrated Wealth Portfolio holdings

AUM $166M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$21.2K 0.01%
+266
152
$21.2K 0.01%
+340
153
$21K 0.01%
+155
154
$19.8K 0.01%
+110
155
$19.8K 0.01%
+230
156
$18.6K 0.01%
+62
157
$18.5K 0.01%
+81
158
$18K 0.01%
+230
159
$18K 0.01%
+429
160
$17.8K 0.01%
+200
161
$16.6K 0.01%
+32,480
162
$16.3K 0.01%
+232
163
$16.3K 0.01%
+302
164
$16.1K 0.01%
+414
165
$15.9K 0.01%
+160
166
$15.8K 0.01%
+259
167
$15.7K 0.01%
+127
168
$15.6K 0.01%
+73
169
$15.4K 0.01%
+80
170
$15.4K 0.01%
+412
171
$15.3K 0.01%
+144
172
$15.2K 0.01%
+48
173
$15.2K 0.01%
+200
174
$14.9K 0.01%
+396
175
$14.1K 0.01%
+24