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
376
$55K 0.02%
2,027
377
$55K 0.02%
2,975
378
$55K 0.02%
290
379
$55K 0.02%
856
+56
380
$54K 0.02%
1,132
+132
381
$54K 0.02%
1,069
382
$54K 0.02%
2,143
-1,051
383
$53K 0.02%
8,124
384
$53K 0.02%
1,235
+1,170
385
$53K 0.02%
+2,500
386
$53K 0.02%
700
387
$52K 0.02%
1,170
388
$52K 0.02%
6,500
+1,000
389
$52K 0.02%
1,051
+63
390
$52K 0.02%
1,555
+25
391
$52K 0.02%
240
392
$51K 0.02%
3,200
393
$51K 0.02%
+1,050
394
$51K 0.02%
756
395
$51K 0.02%
1,491
-327
396
$51K 0.02%
2,022
397
$51K 0.02%
1,997
398
$50K 0.02%
1,734
399
$50K 0.02%
527
400
$50K 0.02%
1,115
14 15
16
17 18