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

Top Buys

1
+$5.19M
2
+$5.13M
3
+$4.2M
4
TGT icon
Target
TGT
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

Top Sells

1
+$529K
2
+$353K
3
+$287K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$267K
5
UTG icon
Reaves Utility Income Fund
UTG
+$210K

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
676
$16K 0.01%
216
+1
677
$16K 0.01%
1,620
678
$16K 0.01%
+575
679
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680
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135
681
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82
682
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410
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683
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300
684
$15K 0.01%
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685
$15K 0.01%
147
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686
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687
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572
688
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689
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690
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693
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694
$15K 0.01%
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695
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699
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210
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$15K 0.01%
344
26 27
28
29 30