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
1126
$1K ﹤0.01%
29
1127
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25
1128
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28
1129
– –
0
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1131
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1132
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1133
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1134
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1135
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25
1136
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26
1137
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53
1138
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31
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1139
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1140
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6
1141
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1142
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1143
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118
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1145
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110
1146
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19
+14
1147
$1K ﹤0.01%
272
1148
$1K ﹤0.01%
14
1149
$1K ﹤0.01%
31
1150
$1K ﹤0.01%
+18
44 45
46
47 48