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
451
$37K 0.01%
+1,710
452
$37K 0.01%
1,319
+1,200
453
$37K 0.01%
855
-351
454
$36K 0.01%
837
+475
455
$36K 0.01%
855
456
$36K 0.01%
+2,223
457
$36K 0.01%
235
458
$36K 0.01%
543
459
$35K 0.01%
+688
460
$35K 0.01%
2,095
-1,400
461
$35K 0.01%
631
+3
462
$35K 0.01%
+755
463
$35K 0.01%
673
+173
464
$35K 0.01%
1,208
465
$35K 0.01%
1,384
-90
466
$35K 0.01%
3,216
467
$35K 0.01%
2,610
468
$34K 0.01%
3,876
+969
469
$34K 0.01%
2,244
470
$34K 0.01%
406
471
$34K 0.01%
1,324
472
$33K 0.01%
880
473
$33K 0.01%
1,697
474
$33K 0.01%
403
475
$33K 0.01%
610
17 18
19
20 21