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
51
$300K 0.3%
+3,174
52
$298K 0.3%
+1,631
53
$295K 0.29%
+6,817
54
$252K 0.25%
+3,098
55
$250K 0.25%
+2,093
56
$250K 0.25%
+1,166
57
$232K 0.23%
+1,930
58
$232K 0.23%
+1,530
59
$232K 0.23%
+600
60
$224K 0.22%
+2,764
61
$221K 0.22%
+3,060
62
$215K 0.21%
+3,584
63
$82K 0.08%
+1,156
64
$21K 0.02%
+1,590
1 2
3