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
801
$8K ﹤0.01%
1,000
802
$8K ﹤0.01%
100
803
$8K ﹤0.01%
320
804
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180
805
$8K ﹤0.01%
6
806
$8K ﹤0.01%
314
+96
807
$8K ﹤0.01%
9
-11
808
$8K ﹤0.01%
+500
809
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+125
810
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200
811
$7K ﹤0.01%
1,000
812
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227
-31
813
$7K ﹤0.01%
48
814
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815
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816
$7K ﹤0.01%
104
817
$7K ﹤0.01%
+19
818
$7K ﹤0.01%
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819
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38
820
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821
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822
$7K ﹤0.01%
350
-400
823
$7K ﹤0.01%
+254
824
$7K ﹤0.01%
178
-45
825
$7K ﹤0.01%
171
31 32
33
34 35