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
826
$7K ﹤0.01%
100
827
$7K ﹤0.01%
1,000
828
$7K ﹤0.01%
250
829
$7K ﹤0.01%
74
-67
830
$7K ﹤0.01%
104
831
$7K ﹤0.01%
1,000
-100
832
$7K ﹤0.01%
175
833
$7K ﹤0.01%
303
834
$7K ﹤0.01%
400
835
$7K ﹤0.01%
645
836
$7K ﹤0.01%
208
+168
837
$7K ﹤0.01%
40
838
$7K ﹤0.01%
2,556
839
$7K ﹤0.01%
150
840
$7K ﹤0.01%
+266
841
$7K ﹤0.01%
212
842
$7K ﹤0.01%
56
843
$7K ﹤0.01%
500
844
$6K ﹤0.01%
565
845
$6K ﹤0.01%
+141
846
$6K ﹤0.01%
135
847
$6K ﹤0.01%
6
+4
848
$6K ﹤0.01%
+205
849
$6K ﹤0.01%
800
850
$6K ﹤0.01%
350
32 33
34
35 36