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
$153M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Sells

1 +$5.03M
2 +$4.05M
3 +$2.98M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$2.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M

Sector Composition

1 Consumer Staples 5.31%
2 Technology 3.26%
3 Healthcare 1.32%
4 Industrials 1.26%
5 Financials 1.16%