IWA
Integrity Wealth Advisors Portfolio holdings
AUM
$143M
1-Year Est. Return
21.31%
This Fund
S&P 500
1 Year Est. Return
+21.31%
AUM
$278M
AUM Growth
+$135M
(+94%)
Holding
77
Top Buys
| 1 | +$18.3M | |
| 2 | +$17.7M | |
| 3 | +$16.4M | |
| 4 |
Genasys
GNSS
|
+$12.4M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$7.53M |
Top Sells
| 1 | +$163K | |
| 2 | +$36.3K | |
| 3 | +$20.6K | |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$12.3K |
| 5 |
Coterra Energy
CTRA
|
+$5.47K |
Sector Composition
| 1 | Technology | 17.05% |
| 2 | Financials | 6.79% |
| 3 | Communication Services | 6.51% |
| 4 | Consumer Discretionary | 1.92% |
| 5 | Industrials | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Clean Energy Fuels
CLNE
$518M
| – | – |
0
|
|
||
77
Core Scientific Inc Tranche 1 Warrants
CORZW
$963M
| – | – |
-15,000
|
|