IWAG
Integer Wealth Advisors Group Portfolio holdings
AUM
$184M
1-Year Return
62.15%
This Quarter Return
+23.18%
1 Year Return
+62.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.7M
AUM Growth
+$9.66M
(+11%)
Cap. Flow
+$1.83M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
55.09%
Holding
67
New
4
Increased
29
Reduced
7
Closed
1
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$323K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$248K |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$236K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$228K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$226K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$272K |
| 2 |
Vanguard Health Care ETF
VHT
|
$229K |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$66.4K |
| 4 |
Boeing
BA
|
$56.4K |
| 5 |
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% |
