IWAG
Integer Wealth Advisors Group Portfolio holdings
AUM
$184M
This Quarter Return
+9.49%
1 Year Return
+62.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.71%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$8.39M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$7.79M |
| 3 |
Apple
AAPL
|
$6.62M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$6.24M |
| 5 |
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% |
