IW
| |
Integer Wealth Advisors Group LLC13F | |
| Integer Wealth Advisors Group LLC | |
| Last update 2021-04-12 | 79 Stocks (5 new) |
| Value $182.00 Mil | Turnover 19 % |
Integer Wealth Advisors Group ... Top Holdings of 2021-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 68,434 | 17,573.0 | +11.48% | 9.680 | +1.00% | 0.030 | +27.30% | +8.41% | 113,825.8 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 114,855 | 13,114.0 | +90.25% | 7.220 | +3.42% | 0.010 | +1.04% | +3.05% | 127,744.7 | ||
AAPL | Apple Inc | 82,413 | 10,961.0 | -1.18% | 6.040 | -0.08% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
SHY | iShares 1-3 Year Treasury Bond ETF | 108,730 | 9,377.0 | +96.25% | 5.160 | +2.53% | 0.040 | +0.61% | +2.55% | 23,689.8 | ||
IWV | iShares Russell 3000 ETF | 37,036 | 9,110.0 | -18.26% | 5.020 | -1.24% | 0.080 | +19.86% | +7.49% | 16,119.8 | ||
IVV | iShares Core S&P 500 ETF | 20,479 | 8,458.0 | +359.48% | 4.660 | +3.65% | 0.000 | +19.72% | +7.85% | 634,780.5 | ||
IVE | iShares S&P 500 Value ETF | 57,659 | 8,304.0 | +143.34% | 4.570 | +2.69% | 0.040 | +11.87% | +4.36% | 39,597.8 | ||
IWD | iShares Russell 1000 Value ETF | 43,359 | 6,713.0 | -23.65% | 3.700 | -1.25% | 0.010 | +11.66% | +6.80% | 62,684.7 | ||
IEFA | iShares Core MSCI EAFE ETF | 89,015 | 6,605.0 | +168.13% | 3.640 | +2.28% | 0.010 | +11.77% | +19.85% | 141,636.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 98,485 | 5,242.0 | -8.33% | 2.890 | -0.29% | 0.010 | +16.14% | +2.51% | 97,292.2 |
Integer Wealth Advisors Group LLC's Historical Top Holdings Breakdowns
Integer Wealth Advisors Group LLC Total Holding History ($B)
Integer Wealth Advisors Group LLC's Asset Allocation
Integer Wealth Advisors Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Integer Wealth Advisors Group LLC's Hypothetical Growth since 2021-03-31
Integer Wealth Advisors Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Integer Wealth Advisors Group LLC's Holdings Heat Map
Size field:
Integer Wealth Advisors Group LLC's Holdings Bubble Chart
Integer Wealth Advisors Group LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers