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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.7K Hold
10,053
– – 0.01% 131
2026
Q1 		$59.6K Sell
10,053
-1,948
-16% -$11.8K 0.01% 124
2025
Q4 		$74.7K Hold
12,001
– – 0.02% 121
2025
Q3 		$73K Hold
12,001
– – 0.02% 120
2025
Q2 		$76.1K Buy
+12,001
New +$81.1K 0.02% 116

Other funds holding SWZ

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Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NWMP
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APW
Allied Private Wealth Boca Raton, Florida $156M AUM