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
926
$4K ﹤0.01%
696
927
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160
-926
928
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929
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200
+1
930
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931
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932
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+168
933
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400
-3,282
934
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935
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936
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937
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938
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939
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54
940
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941
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942
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943
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944
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945
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946
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700
947
$4K ﹤0.01%
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948
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269
949
$4K ﹤0.01%
148
950
$4K ﹤0.01%
28
36 37
38
39 40