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HIW

Holos Integrated Wealth Portfolio holdings

AUM $198M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Sells

1 +$806K
2 +$154K
3 +$140K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$93.8K
5
VUG icon
Vanguard Growth ETF
VUG
+$75.7K

Sector Composition

1 Consumer Staples 5.5%
2 Technology 3.64%
3 Industrials 1.23%
4 Consumer Discretionary 1.13%
5 Financials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$24.6K 0.01%
578
152
$23K 0.01%
378
153
$22.8K 0.01%
50
154
$22K 0.01%
1,064
+6
155
$20.7K 0.01%
139
-33
156
$20.5K 0.01%
200
157
$20K 0.01%
48
158
$19.3K 0.01%
45
159
$19.1K 0.01%
200
160
$18.9K 0.01%
128
161
$18.6K 0.01%
396
162
$18.4K 0.01%
259
163
$18.3K 0.01%
81
164
$18K 0.01%
232
165
$16.7K 0.01%
672
166
$16.5K 0.01%
80
167
$16.3K 0.01%
230
168
$16.2K 0.01%
412
169
$16.1K 0.01%
629
170
$15.7K 0.01%
24
171
$15.7K 0.01%
200
172
$15.4K 0.01%
144
173
$15.1K 0.01%
21
174
$14.7K 0.01%
77
175
$14.3K 0.01%
163
+1