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
51
$1.22M 0.47%
9,929
+367
52
$1.21M 0.47%
34,380
+4,980
53
$1.16M 0.45%
11,599
-88
54
$1.14M 0.44%
12,368
-118
55
$1.08M 0.42%
22,898
+3,015
56
$1.08M 0.42%
22,075
57
$1.04M 0.4%
14,121
-1,425
58
$1.02M 0.39%
18,420
-158
59
$1.01M 0.39%
18,206
-1,568
60
$981K 0.38%
32,825
-2,655
61
$980K 0.38%
11,053
-186
62
$954K 0.37%
17,789
-2,925
63
$951K 0.37%
27,480
+5,240
64
$942K 0.36%
9,126
-54
65
$927K 0.36%
5,602
-48
66
$921K 0.36%
8,014
+2,226
67
$835K 0.32%
10,519
-341
68
$829K 0.32%
11,176
-17
69
$825K 0.32%
25,232
+7,060
70
$751K 0.29%
4,945
+124
71
$751K 0.29%
18,817
+8,658
72
$747K 0.29%
11,579
-555
73
$741K 0.29%
30,422
+133
74
$733K 0.28%
10,907
+3,252
75
$727K 0.28%
12,506
-1,248
1 2
3
4 5