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
1151
$2K ﹤0.01%
100
1152
$2K ﹤0.01%
500
1153
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55
1154
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90
1155
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138
1156
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+100
1157
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75
1158
$2K ﹤0.01%
522
1159
$2K ﹤0.01%
+19
1160
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73
+45
1161
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100
1162
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1163
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50
1164
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1165
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200
1166
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1167
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1168
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1169
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1170
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+25
1171
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1172
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27
1173
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220
1174
$2K ﹤0.01%
+200
1175
$1K ﹤0.01%
+28
45 46
47
48 49