IWA
Integrity Wealth Advisors Portfolio holdings
AUM
$143M
This Quarter Return
-4.33%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.65%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$22.2M |
| 2 |
Genasys
GNSS
|
$17.4M |
| 3 |
Davis Select International ETF
DINT
|
$16M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$10.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$8.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Communication Services | 7.6% |
| 3 | Financials | 6.93% |
| 4 | Consumer Discretionary | 2.27% |
| 5 | Healthcare | 0.82% |
