IWM
SWZ

Integris Wealth Management’s Swiss Helvetia Fund SWZ Stock Holding History

Integris Wealth Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$76.1K Buy
+12,001
New +$76.1K 0.02% 116