IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.22M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$652K
5
VZ icon
Verizon
VZ
+$602K

Top Sells

1
+$1.22M
2
+$1.06M
3
+$963K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$462K
5
OEF icon
iShares S&P 100 ETF
OEF
+$390K

Sector Composition

1 Consumer Staples 16.05%
2 Energy 8.87%
3 Healthcare 8.83%
4 Technology 7.27%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$147K 0.06%
1,182
+899
252
$147K 0.06%
1,410
-65
253
$146K 0.06%
+1,372
254
$146K 0.06%
10,172
+643
255
$146K 0.06%
7,291
-742
256
$145K 0.06%
2,024
-570
257
$143K 0.06%
868
-59
258
$142K 0.05%
2,522
259
$142K 0.05%
5,217
+176
260
$141K 0.05%
930
+3
261
$141K 0.05%
4,332
-1,240
262
$140K 0.05%
1,845
+74
263
$140K 0.05%
5,487
+1,354
264
$138K 0.05%
3,456
265
$137K 0.05%
3,761
+322
266
$134K 0.05%
5,174
+783
267
$133K 0.05%
5,254
-730
268
$132K 0.05%
1,692
-26
269
$132K 0.05%
5,211
+1,098
270
$131K 0.05%
1,158
+27
271
$131K 0.05%
5,267
272
$131K 0.05%
2,023
-19
273
$129K 0.05%
2,305
274
$128K 0.05%
3,938
+2
275
$128K 0.05%
1,129
9 10
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