IWAG

Integer Wealth Advisors Group Portfolio holdings

AUM $184M
1-Year Est. Return 62.15%
This Quarter Est. Return
1 Year Est. Return
+62.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$7.79M
3
+$6.62M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.24M
5
IYR icon
iShares US Real Estate ETF
IYR
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.8%
2 Industrials 2.79%
3 Consumer Discretionary 1.59%
4 Consumer Staples 1.36%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 1.01%
+5,633
27
$939K 0.93%
+21,496
28
$934K 0.93%
+17,640
29
$928K 0.92%
+4,832
30
$891K 0.88%
+13,003
31
$793K 0.79%
+13,123
32
$693K 0.69%
+13,053
33
$677K 0.67%
+2,349
34
$673K 0.67%
+8,760
35
$672K 0.67%
+10,792
36
$599K 0.59%
+9,524
37
$486K 0.48%
+4,552
38
$471K 0.47%
+7,442
39
$457K 0.45%
+4,416
40
$454K 0.45%
+2,163
41
$436K 0.43%
+1,372
42
$391K 0.39%
+4,102
43
$375K 0.37%
+5,906
44
$370K 0.37%
+8,575
45
$369K 0.37%
+980
46
$362K 0.36%
+1,198
47
$346K 0.34%
+1,635
48
$315K 0.31%
+2,462
49
$313K 0.31%
+5,586
50
$312K 0.31%
+1,023
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