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%
180
927
$4K ﹤0.01%
56
928
$4K ﹤0.01%
164
+100
929
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200
930
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164
931
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68
932
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54
933
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159
934
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160
-926
935
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50
936
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32
937
$4K ﹤0.01%
302
938
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168
939
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192
940
$4K ﹤0.01%
700
941
$4K ﹤0.01%
79
942
$4K ﹤0.01%
269
943
$4K ﹤0.01%
148
944
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28
945
$4K ﹤0.01%
88
946
$4K ﹤0.01%
100
947
$4K ﹤0.01%
156
948
$4K ﹤0.01%
179
949
$4K ﹤0.01%
55
950
$4K ﹤0.01%
1,500
36 37
38
39 40