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
701
$12K ﹤0.01%
204
702
$12K ﹤0.01%
120
703
$12K ﹤0.01%
135
+50
704
$12K ﹤0.01%
14
+10
705
$12K ﹤0.01%
532
+14
706
$12K ﹤0.01%
344
707
$11K ﹤0.01%
248
+2
708
$11K ﹤0.01%
6,000
709
$11K ﹤0.01%
+180
710
$11K ﹤0.01%
265
711
$11K ﹤0.01%
129
712
$11K ﹤0.01%
500
713
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45
714
$11K ﹤0.01%
200
715
$11K ﹤0.01%
+779
716
$11K ﹤0.01%
105
-1
717
$11K ﹤0.01%
100
718
$11K ﹤0.01%
174
719
$11K ﹤0.01%
355
720
$11K ﹤0.01%
428
721
$11K ﹤0.01%
294
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722
$11K ﹤0.01%
85
723
$11K ﹤0.01%
108
724
$11K ﹤0.01%
300
725
$11K ﹤0.01%
208
27 28
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