IWA
Integrity Wealth Advisors Portfolio holdings
AUM
$143M
This Quarter Return
+5.13%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+4.9%)
Cap. Flow
+$4.74M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
71.89%
Holding
70
New
10
Increased
23
Reduced
29
Closed
6
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$3.74M |
| 2 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$1.94M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$897K |
| 4 |
Micron Technology
MU
|
$822K |
| 5 |
JPMorgan Equity Focus ETF
JPEF
|
$543K |
Top Sells
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$1.61M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.56M |
| 3 |
First Merchants
FRME
|
$768K |
| 4 |
Apple
AAPL
|
$544K |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$499K |
Sector Composition
| 1 | Technology | 15.81% |
| 2 | Financials | 6.66% |
| 3 | Communication Services | 5.94% |
| 4 | Consumer Discretionary | 2.1% |
| 5 | Industrials | 1.59% |
