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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 Buys

1
+$860K
2
+$580K
3
+$446K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$430K
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$310K

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
176
$14K 0.01%
73
177
$13.3K 0.01%
56
178
$13.3K 0.01%
155
179
$13K 0.01%
429
180
$12.6K 0.01%
4,018
181
$12.6K 0.01%
118
182
$12.5K 0.01%
414
183
$12.5K 0.01%
102
184
$12.4K 0.01%
168
185
$12.2K 0.01%
50
186
$11.7K 0.01%
100
187
$11.4K 0.01%
108
188
$11K 0.01%
138
189
$10.9K 0.01%
137
190
$10.5K 0.01%
55
-8
191
$10.5K 0.01%
50
192
$10.2K 0.01%
25
193
$9.96K 0.01%
218
194
$9.84K 0.01%
68
195
$9.74K 0.01%
650
196
$9.62K 0.01%
34
197
$9.38K 0.01%
19
198
$9.1K 0.01%
532
199
$9.1K 0.01%
40
200
$8.54K 0.01%
89
6 7
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