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
$258M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,594
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.7M
3
+$4.15M
4
TGT icon
Target
TGT
+$1.88M
5
XOM icon
Exxon Mobil
XOM
+$1.1M

Top Sells

1
+$540K
2
+$353K
3
+$281K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$264K
5
UTG icon
Reaves Utility Income Fund
UTG
+$201K

Sector Composition

1 Energy 13.86%
2 Consumer Staples 13.11%
3 Healthcare 9.4%
4 Technology 8.5%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$22K 0.01%
2,292
577
$22K 0.01%
651
+6
578
$22K 0.01%
56
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579
$22K 0.01%
361
580
$22K 0.01%
2,640
581
$21K 0.01%
+1,000
582
$21K 0.01%
379
+33
583
$21K 0.01%
861
584
$21K 0.01%
+169
585
$21K 0.01%
1,050
+100
586
$21K 0.01%
798
+468
587
$21K 0.01%
744
588
$21K 0.01%
380
589
$21K 0.01%
+1,000
590
$21K 0.01%
804
591
$21K 0.01%
505
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592
$21K 0.01%
1,194
+285
593
$21K 0.01%
500
594
$21K 0.01%
900
595
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1,320
596
$21K 0.01%
2,610
597
$21K 0.01%
379
-154
598
$21K 0.01%
2,556
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599
$21K 0.01%
350
600
$21K 0.01%
379
+179
22 23
24
25 26