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
726
$11K ﹤0.01%
+118
727
$11K ﹤0.01%
350
728
$11K ﹤0.01%
1,000
729
$11K ﹤0.01%
274
730
$11K ﹤0.01%
+510
731
$10K ﹤0.01%
2,500
732
$10K ﹤0.01%
+913
733
$10K ﹤0.01%
70
734
$10K ﹤0.01%
+129
735
$10K ﹤0.01%
300
736
$10K ﹤0.01%
500
737
$10K ﹤0.01%
204
-68
738
$10K ﹤0.01%
200
739
$10K ﹤0.01%
500
+380
740
$10K ﹤0.01%
124
+100
741
$10K ﹤0.01%
967
742
$10K ﹤0.01%
55
743
$10K ﹤0.01%
600
744
$10K ﹤0.01%
250
745
$10K ﹤0.01%
500
746
$10K ﹤0.01%
+92
747
$10K ﹤0.01%
+931
748
$10K ﹤0.01%
139
749
$10K ﹤0.01%
473
750
$10K ﹤0.01%
444
28 29
30
31 32