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IWS
Integrity Wealth Solutions Portfolio holdings
AUM
$255M
1-Year Est. Return
20.82%
This Fund
S&P 500
1 Year Est. Return
+20.82%
AUM
$255M
AUM Growth
+$1.74M
(+0.69%)
Holding
135
Top Buys
| 1 | +$880K | |
| 2 | +$781K | |
| 3 | +$637K | |
| 4 |
Vanguard Core Plus Bond ETF
VPLS
|
+$618K |
| 5 |
PGIM Total Return Bond ETF
PTRB
|
+$558K |
Top Sells
| 1 | +$1.22M | |
| 2 | +$411K | |
| 3 | +$310K | |
| 4 |
Vanguard Value ETF
VTV
|
+$298K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$289K |
Sector Composition
| 1 | Technology | 4.24% |
| 2 | Consumer Discretionary | 1.93% |
| 3 | Communication Services | 1.63% |
| 4 | Financials | 1.02% |
| 5 | Industrials | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Crown Castle
CCI
$40.8B
| $203K | 0.08% |
+2,502
|
|
||
127
Invesco S&P 500 Momentum ETF
SPMO
$19.1B
| $203K | 0.08% |
1,811
+50
|
|
||
|
HIVE
128
HIVE Digital Technologies
HIVE
$936M
| $28.3K | 0.01% |
14,888
+655
|
|
||
129
Tenaya Therapeutics
TNYA
$152M
| $27.5K | 0.01% |
+39,708
|
|
||
|
SUIG
130
Sui Group Holdings
SUIG
$101M
| $16.4K | 0.01% |
13,586
|
|
||
131
iShares MSCI EAFE Value ETF
EFV
$26B
| – | – |
-2,834
|
|
||
132
Estee Lauder
EL
$30.9B
| – | – |
-2,196
|
|
||
133
FuboTV Inc
FUBO
$294M
| – | – |
-2,701
|
|
||
134
iShares Silver Trust
SLV
$30.8B
| – | – |
-4,817
|
|
||
135
SoFi Technologies
SOFI
$20.4B
| – | – |
-8,926
|
|