IWS

Integrity Wealth Solutions Portfolio holdings

AUM $205M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$963K
2 +$740K
3 +$691K
4
PSTG icon
Pure Storage
PSTG
+$622K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$511K

Top Sells

1 +$270K
2 +$265K
3 +$259K
4
UNH icon
UnitedHealth
UNH
+$241K
5
NEE icon
NextEra Energy
NEE
+$218K

Sector Composition

1 Technology 7.3%
2 Consumer Discretionary 3.82%
3 Communication Services 2.1%
4 Financials 0.67%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-413