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
426
$43K 0.02%
1,455
-1,025
427
$43K 0.02%
300
428
$42K 0.02%
+1,500
429
$42K 0.02%
3,829
430
$42K 0.02%
1,050
-1,065
431
$42K 0.02%
5,300
432
$41K 0.02%
2,100
433
$40K 0.02%
10,900
434
$40K 0.02%
489
-89
435
$40K 0.02%
369
-57
436
$40K 0.02%
5,558
437
$40K 0.02%
797
438
$40K 0.02%
2,468
-2,328
439
$40K 0.02%
1,358
440
$40K 0.02%
2,500
441
$40K 0.02%
1,592
442
$39K 0.02%
974
443
$39K 0.02%
1,394
+144
444
$39K 0.02%
851
445
$38K 0.01%
835
446
$38K 0.01%
+2,125
447
$38K 0.01%
+1,057
448
$37K 0.01%
5,000
449
$37K 0.01%
1,261
+389
450
$37K 0.01%
3,330
16 17
18
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