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
476
$33K 0.01%
+1,890
477
$33K 0.01%
1,090
478
$33K 0.01%
254
479
$33K 0.01%
2,420
+1,000
480
$32K 0.01%
729
+1
481
$32K 0.01%
2,605
482
$32K 0.01%
500
483
$32K 0.01%
710
484
$31K 0.01%
1,282
+212
485
$31K 0.01%
+2,760
486
$31K 0.01%
400
487
$31K 0.01%
2,515
488
$31K 0.01%
+850
489
$31K 0.01%
575
490
$30K 0.01%
2,353
491
$30K 0.01%
227
492
$30K 0.01%
3,907
493
$30K 0.01%
730
494
$30K 0.01%
+600
495
$30K 0.01%
340
496
$30K 0.01%
787
-100
497
$30K 0.01%
845
-175
498
$30K 0.01%
700
499
$30K 0.01%
400
500
$30K 0.01%
205
18 19
20
21 22