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
776
$9K ﹤0.01%
100
777
$9K ﹤0.01%
255
+1
778
$9K ﹤0.01%
82
-58
779
$9K ﹤0.01%
674
780
$9K ﹤0.01%
100
781
$9K ﹤0.01%
+542
782
$9K ﹤0.01%
+500
783
$8K ﹤0.01%
+500
784
$8K ﹤0.01%
342
785
$8K ﹤0.01%
105
786
$8K ﹤0.01%
1,419
787
$8K ﹤0.01%
229
788
$8K ﹤0.01%
656
+2
789
$8K ﹤0.01%
400
790
$8K ﹤0.01%
225
791
$8K ﹤0.01%
600
792
$8K ﹤0.01%
263
793
$8K ﹤0.01%
400
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795
$8K ﹤0.01%
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$8K ﹤0.01%
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797
$8K ﹤0.01%
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798
$8K ﹤0.01%
222
799
$8K ﹤0.01%
296
-61
800
$8K ﹤0.01%
449
30 31
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