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

Top Buys

1
+$4.95M
2
+$4.7M
3
+$4.15M
4
TGT icon
Target
TGT
+$1.88M
5
XOM icon
Exxon Mobil
XOM
+$1.1M

Top Sells

1
+$540K
2
+$353K
3
+$281K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$264K
5
UTG icon
Reaves Utility Income Fund
UTG
+$201K

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
776
$10K ﹤0.01%
70
+50
777
$10K ﹤0.01%
265
778
$10K ﹤0.01%
375
-2,080
779
$10K ﹤0.01%
325
-290
780
$10K ﹤0.01%
235
+28
781
$10K ﹤0.01%
200
-1,000
782
$10K ﹤0.01%
500
783
$10K ﹤0.01%
100
784
$10K ﹤0.01%
223
-774
785
$10K ﹤0.01%
174
786
$10K ﹤0.01%
485
-2,700
787
$10K ﹤0.01%
444
788
$10K ﹤0.01%
200
789
$10K ﹤0.01%
400
790
$10K ﹤0.01%
146
791
$10K ﹤0.01%
+90
792
$10K ﹤0.01%
211
793
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206
794
$10K ﹤0.01%
11
+2
795
$10K ﹤0.01%
288
+36
796
$10K ﹤0.01%
500
797
$10K ﹤0.01%
+271
798
$10K ﹤0.01%
598
+37
799
$10K ﹤0.01%
400
800
$10K ﹤0.01%
300
-69
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