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
676
$13K 0.01%
2,000
-200
677
$13K 0.01%
449
-68
678
$13K 0.01%
286
-112
679
$13K 0.01%
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680
$13K 0.01%
238
681
$13K 0.01%
614
-311
682
$13K 0.01%
+900
683
$13K 0.01%
154
684
$13K 0.01%
250
685
$13K 0.01%
283
686
$13K 0.01%
283
-69
687
$13K 0.01%
+500
688
$12K ﹤0.01%
846
+1
689
$12K ﹤0.01%
100
690
$12K ﹤0.01%
182
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691
$12K ﹤0.01%
153
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692
$12K ﹤0.01%
1,108
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693
$12K ﹤0.01%
533
694
$12K ﹤0.01%
500
695
$12K ﹤0.01%
474
696
$12K ﹤0.01%
380
-21
697
$12K ﹤0.01%
2,137
698
$12K ﹤0.01%
342
699
$12K ﹤0.01%
+600
700
$12K ﹤0.01%
1,043
26 27
28
29 30