IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Fund
S&P 500
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
+$1.62M
2
+$1.32M
3
+$1.22M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$658K
5
VZ icon
Verizon
VZ
+$559K

Top Sells

1
+$1.22M
2
+$1.05M
3
+$963K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$468K
5
OEF icon
iShares S&P 100 ETF
OEF
+$387K

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%
1,319
+1,200
452
$37K 0.01%
1,710
-702
453
$36K 0.01%
837
+475
454
$36K 0.01%
855
455
$36K 0.01%
+2,223
456
$36K 0.01%
235
457
$36K 0.01%
543
458
$35K 0.01%
631
+3
459
$35K 0.01%
+688
460
$35K 0.01%
+755
461
$35K 0.01%
673
+173
462
$35K 0.01%
1,208
463
$35K 0.01%
1,384
-90
464
$35K 0.01%
3,216
465
$35K 0.01%
2,610
466
$35K 0.01%
2,095
-1,400
467
$34K 0.01%
3,876
+969
468
$34K 0.01%
2,244
469
$34K 0.01%
406
470
$34K 0.01%
1,324
471
$33K 0.01%
1,697
472
$33K 0.01%
403
473
$33K 0.01%
+1,890
474
$33K 0.01%
1,090
475
$33K 0.01%
254
17 18
19
20 21