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
$258M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,594
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.7M
3
+$4.15M
4
TGT icon
Target
TGT
+$1.88M
5
XOM icon
Exxon Mobil
XOM
+$1.1M

Top Sells

1
+$540K
2
+$353K
3
+$281K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$264K
5
UTG icon
Reaves Utility Income Fund
UTG
+$201K

Sector Composition

1 Energy 13.86%
2 Consumer Staples 13.11%
3 Healthcare 9.4%
4 Technology 8.5%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$3K ﹤0.01%
110
1077
$3K ﹤0.01%
26
1078
$3K ﹤0.01%
362
1079
$3K ﹤0.01%
24
-58
1080
$3K ﹤0.01%
215
-900
1081
$2K ﹤0.01%
+100
1082
$2K ﹤0.01%
46
-62
1083
$2K ﹤0.01%
65
-71
1084
$2K ﹤0.01%
309
1085
$2K ﹤0.01%
+49
1086
$2K ﹤0.01%
118
1087
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+55
1088
$2K ﹤0.01%
+28
1089
$2K ﹤0.01%
110
1090
$2K ﹤0.01%
100
1091
$2K ﹤0.01%
38
-89
1092
$2K ﹤0.01%
+83
1093
$2K ﹤0.01%
32
1094
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+37
1095
$2K ﹤0.01%
+14
1096
$2K ﹤0.01%
+102
1097
$2K ﹤0.01%
41
-109
1098
$2K ﹤0.01%
41
1099
$2K ﹤0.01%
+32
1100
$2K ﹤0.01%
33
42 43
44
45 46