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
76
$722K 0.28%
13,604
+996
77
$719K 0.28%
9,816
-1,599
78
$711K 0.27%
37,979
-962
79
$685K 0.26%
15,826
80
$676K 0.26%
4,306
-92
81
$669K 0.26%
50,390
+1,630
82
$652K 0.25%
+48,104
83
$646K 0.25%
6,037
-354
84
$641K 0.25%
8,093
-35
85
$629K 0.24%
4,840
86
$627K 0.24%
14,887
87
$615K 0.24%
5,900
-72
88
$615K 0.24%
16,798
+6,376
89
$610K 0.24%
8,702
+1,314
90
$608K 0.23%
10,885
+1,042
91
$602K 0.23%
7,014
+2,362
92
$596K 0.23%
9,080
93
$587K 0.23%
19,849
-934
94
$585K 0.23%
13,410
-756
95
$581K 0.22%
6,598
-31
96
$576K 0.22%
3,936
+23
97
$566K 0.22%
67,458
+57,228
98
$561K 0.22%
3,135
+222
99
$555K 0.21%
4,343
+86
100
$550K 0.21%
7,716
+1,335
2 3
4
5 6