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
$97.7M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$248K
3
+$236K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$228K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$226K

Top Sells

1
+$272K
2
+$229K
3
+$66.4K
4
BA icon
Boeing
BA
+$56.4K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.7K

Sector Composition

1 Technology 9.69%
2 Consumer Discretionary 2.7%
3 Consumer Staples 1.39%
4 Communication Services 1.17%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$797K 0.82%
10,281
+635
27
$788K 0.81%
13,889
-508
28
$763K 0.78%
17,377
29
$700K 0.72%
13,081
30
$656K 0.67%
9,300
31
$655K 0.67%
13,305
+219
32
$604K 0.62%
2,349
33
$568K 0.58%
11,038
+1
34
$531K 0.54%
4,636
35
$438K 0.45%
7,676
+374
36
$397K 0.41%
7,442
37
$387K 0.4%
1,190
38
$384K 0.39%
22,358
+2,440
39
$380K 0.39%
6,424
-1,122
40
$374K 0.38%
8,575
41
$351K 0.36%
1,434
-1,111
42
$331K 0.34%
4,000
43
$319K 0.33%
3,408
44
$312K 0.32%
2,640
+6
45
$311K 0.32%
7,161
-752
46
$299K 0.31%
1,035
-34
47
$284K 0.29%
3,760
48
$279K 0.29%
5,490
49
$279K 0.29%
1,635
50
$270K 0.28%
1,993
1
2
3