IWA
Integrity Wealth Advisors Portfolio holdings
AUM
$143M
This Quarter Return
-1.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+0.32%)
Cap. Flow
+$3.59M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
75.89%
Holding
68
New
5
Increased
24
Reduced
30
Closed
8
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$2.68M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.01M |
| 3 |
First Merchants
FRME
|
$768K |
| 4 |
Genasys
GNSS
|
$732K |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$430K |
Top Sells
| 1 |
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
|
$1.58M |
| 2 |
Jakks Pacific
JAKK
|
$550K |
| 3 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$545K |
| 4 |
Apple
AAPL
|
$379K |
| 5 |
Calavo Growers
CVGW
|
$375K |
Sector Composition
| 1 | Technology | 18.53% |
| 2 | Financials | 8.53% |
| 3 | Communication Services | 6.28% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Industrials | 1.03% |
