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
1026
$2K ﹤0.01%
230
1027
$2K ﹤0.01%
168
1028
$2K ﹤0.01%
28
1029
$2K ﹤0.01%
+163
1030
$2K ﹤0.01%
600
1031
$2K ﹤0.01%
46
1032
$2K ﹤0.01%
+86
1033
$2K ﹤0.01%
1,000
1034
$2K ﹤0.01%
32
1035
$2K ﹤0.01%
33
1036
$2K ﹤0.01%
71
1037
$2K ﹤0.01%
27
1038
$2K ﹤0.01%
285
1039
$2K ﹤0.01%
200
-1,200
1040
$2K ﹤0.01%
125
1041
$2K ﹤0.01%
42
1042
$2K ﹤0.01%
60
1043
$2K ﹤0.01%
94
1044
$2K ﹤0.01%
60
1045
$2K ﹤0.01%
102
1046
$2K ﹤0.01%
49
1047
$2K ﹤0.01%
+126
1048
$2K ﹤0.01%
20
1049
$2K ﹤0.01%
29
1050
$2K ﹤0.01%
33
40 41
42
43 44