IWMO
Integrated Wealth Management (Ohio) Portfolio holdings
AUM
$87.2M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$87.2M
AUM Growth
-$1.76M
(-2%)
Holding
104
Top Buys
| 1 | +$2.05M | |
| 2 | +$1.47M | |
| 3 | +$758K | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$613K |
| 5 |
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
|
+$558K |
Top Sells
| 1 | +$1.68M | |
| 2 | +$1.62M | |
| 3 | +$1.06M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$835K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$793K |
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Energy | 2.98% |
| 3 | Consumer Discretionary | 2.31% |
| 4 | Financials | 2.09% |
| 5 | Healthcare | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
McDonald's
MCD
$202B
| – | – |
-668
|
|
||
102
iShares S&P 100 ETF
OEF
$20.3B
| – | – |
-4,735
|
|
||
103
Simplify US Equity PLUS Convexity ETF
SPYC
$112M
| – | – |
-4,818
|
|
||
104
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
| – | – |
-3,367
|
|