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
326
$82K 0.03%
1,548
+5
327
$82K 0.03%
7,322
328
$79K 0.03%
731
329
$78K 0.03%
1,526
330
$78K 0.03%
3,832
+301
331
$77K 0.03%
1,809
-659
332
$77K 0.03%
3,300
333
$76K 0.03%
2,240
+1,425
334
$74K 0.03%
1,561
-142
335
$74K 0.03%
927
-496
336
$73K 0.03%
3,195
+987
337
$73K 0.03%
1,430
338
$73K 0.03%
4,960
+2,260
339
$72K 0.03%
820
340
$72K 0.03%
2,190
341
$72K 0.03%
4,425
-1,437
342
$71K 0.03%
4,000
343
$71K 0.03%
3,480
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344
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926
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345
$70K 0.03%
640
-31
346
$70K 0.03%
1,054
-777
347
$70K 0.03%
1,836
-102
348
$69K 0.03%
1,792
+610
349
$68K 0.03%
366
+1
350
$68K 0.03%
595
12 13
14
15 16