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
851
$6K ﹤0.01%
6
+4
852
$6K ﹤0.01%
350
853
$6K ﹤0.01%
95
-18
854
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400
855
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+205
856
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800
857
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200
858
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136
859
$6K ﹤0.01%
1,004
-5
860
$6K ﹤0.01%
100
861
$6K ﹤0.01%
32
862
$6K ﹤0.01%
56
-27
863
$6K ﹤0.01%
100
864
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434
-84
865
$6K ﹤0.01%
65
866
$6K ﹤0.01%
80
867
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48
868
$6K ﹤0.01%
1,000
869
$6K ﹤0.01%
+149
870
$6K ﹤0.01%
450
871
$6K ﹤0.01%
+86
872
$6K ﹤0.01%
+900
873
$5K ﹤0.01%
380
874
$5K ﹤0.01%
336
875
$5K ﹤0.01%
320
+270
33 34
35
36 37