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
351
$68K 0.03%
770
-330
352
$67K 0.03%
1,503
353
$65K 0.03%
820
-172
354
$65K 0.03%
1,213
-290
355
$65K 0.03%
2,499
-363
356
$64K 0.02%
2,700
+257
357
$63K 0.02%
1,426
358
$63K 0.02%
1,000
+776
359
$63K 0.02%
1,550
360
$63K 0.02%
3,511
-295
361
$63K 0.02%
4,500
362
$63K 0.02%
+2,394
363
$62K 0.02%
2,402
364
$62K 0.02%
1,213
-155
365
$61K 0.02%
539
+238
366
$61K 0.02%
926
+6
367
$61K 0.02%
905
368
$60K 0.02%
1,668
369
$60K 0.02%
2,553
370
$60K 0.02%
2,114
+695
371
$59K 0.02%
1,359
-365
372
$58K 0.02%
511
373
$58K 0.02%
2,000
374
$55K 0.02%
1,501
+1
375
$55K 0.02%
1,125
13 14
15
16 17