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
651
$14K 0.01%
1,196
652
$14K 0.01%
429
-2,181
653
$14K 0.01%
378
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654
$14K 0.01%
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655
$14K 0.01%
1,384
656
$14K 0.01%
416
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657
$14K 0.01%
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658
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300
659
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315
660
$14K 0.01%
389
-409
661
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662
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174
663
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143
664
$14K 0.01%
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665
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505
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666
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667
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668
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669
$14K 0.01%
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670
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$13K 0.01%
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187
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673
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1,125
+500
674
$13K 0.01%
129
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675
$13K 0.01%
700
+500
25 26
27
28 29