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
926
$4K ﹤0.01%
200
927
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928
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130
929
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68
930
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931
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932
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160
-926
933
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934
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935
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302
936
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168
937
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938
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700
939
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79
940
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269
941
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942
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28
943
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944
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945
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946
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947
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110
-12
948
$4K ﹤0.01%
395
949
$4K ﹤0.01%
55
950
$4K ﹤0.01%
1,500
36 37
38
39 40