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
1076
$2K ﹤0.01%
128
1077
$2K ﹤0.01%
110
1078
$2K ﹤0.01%
13
1079
$2K ﹤0.01%
100
1080
$2K ﹤0.01%
38
1081
$2K ﹤0.01%
500
1082
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50
1083
$2K ﹤0.01%
15
1084
$2K ﹤0.01%
132
+101
1085
$2K ﹤0.01%
76
1086
$2K ﹤0.01%
55
1087
$2K ﹤0.01%
75
1088
$2K ﹤0.01%
126
-12
1089
$2K ﹤0.01%
1,500
1090
$2K ﹤0.01%
100
1091
$2K ﹤0.01%
112
1092
$2K ﹤0.01%
+159
1093
$2K ﹤0.01%
+63
1094
$2K ﹤0.01%
200
1095
$2K ﹤0.01%
100
1096
$2K ﹤0.01%
36
1097
$2K ﹤0.01%
25
1098
$2K ﹤0.01%
28
1099
$2K ﹤0.01%
27
1100
$1K ﹤0.01%
17
42 43
44
45 46