IWM
Integris Wealth Management Portfolio holdings
AUM
$439M
1-Year Est. Return
18.56%
This Fund
S&P 500
1 Year Est. Return
+18.56%
AUM
$439M
AUM Growth
+$28.4M
(+6.9%)
Holding
127
Top Buys
| 1 | +$8.32M | |
| 2 | +$3.68M | |
| 3 | +$2.38M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.69M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.65M |
Top Sells
| 1 | +$503K | |
| 2 | +$497K | |
| 3 | +$393K | |
| 4 |
DuPont de Nemours
DD
|
+$286K |
| 5 |
Home Depot
HD
|
+$262K |
Sector Composition
| 1 | Technology | 6.33% |
| 2 | Industrials | 4.21% |
| 3 | Financials | 1.83% |
| 4 | Healthcare | 0.88% |
| 5 | Consumer Staples | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
S&P Global
SPGI
$132B
| – | – |
-422
|
|
||
127
AT&T
T
$196B
| – | – |
-7,973
|
|