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
576
$20K 0.01%
2,000
577
$20K 0.01%
1,300
-252
578
$20K 0.01%
254
579
$20K 0.01%
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580
$20K 0.01%
800
581
$20K 0.01%
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582
$19K 0.01%
400
-50
583
$19K 0.01%
3,602
584
$19K 0.01%
3,185
585
$19K 0.01%
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586
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267
587
$19K 0.01%
1,147
588
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108
589
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590
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380
591
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592
$19K 0.01%
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593
$18K 0.01%
140
594
$18K 0.01%
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595
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528
596
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600
598
$18K 0.01%
110
599
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1,200
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600
$18K 0.01%
163
22 23
24
25 26