IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Fund
S&P 500
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
+$1.62M
2
+$1.32M
3
+$1.22M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$658K
5
VZ icon
Verizon
VZ
+$559K

Top Sells

1
+$1.22M
2
+$1.05M
3
+$963K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$468K
5
OEF icon
iShares S&P 100 ETF
OEF
+$387K

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
776
$9K ﹤0.01%
+500
777
$9K ﹤0.01%
71
778
$9K ﹤0.01%
+1,000
779
$9K ﹤0.01%
100
780
$9K ﹤0.01%
+542
781
$9K ﹤0.01%
+500
782
$8K ﹤0.01%
180
783
$8K ﹤0.01%
6
784
$8K ﹤0.01%
314
+96
785
$8K ﹤0.01%
9
-11
786
$8K ﹤0.01%
+125
787
$8K ﹤0.01%
449
788
$8K ﹤0.01%
342
789
$8K ﹤0.01%
105
790
$8K ﹤0.01%
1,419
791
$8K ﹤0.01%
229
792
$8K ﹤0.01%
656
+2
793
$8K ﹤0.01%
400
794
$8K ﹤0.01%
225
795
$8K ﹤0.01%
600
796
$8K ﹤0.01%
263
797
$8K ﹤0.01%
400
798
$8K ﹤0.01%
+123
799
$8K ﹤0.01%
218
-266
800
$8K ﹤0.01%
+95
30 31
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