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
1151
$1K ﹤0.01%
+27
1152
$1K ﹤0.01%
19
1153
$1K ﹤0.01%
28
1154
$1K ﹤0.01%
12
1155
$1K ﹤0.01%
+27
1156
$1K ﹤0.01%
+11
1157
$1K ﹤0.01%
+15
1158
$1K ﹤0.01%
4
1159
$1K ﹤0.01%
11
1160
$1K ﹤0.01%
800
1161
$1K ﹤0.01%
10
1162
$1K ﹤0.01%
100
1163
$1K ﹤0.01%
50
1164
$1K ﹤0.01%
37
1165
$1K ﹤0.01%
25
1166
$1K ﹤0.01%
31
1167
$1K ﹤0.01%
19
1168
$1K ﹤0.01%
39
1169
$1K ﹤0.01%
15
-14
1170
$1K ﹤0.01%
41
1171
$1K ﹤0.01%
17
1172
$1K ﹤0.01%
99
1173
$1K ﹤0.01%
+157
1174
$1K ﹤0.01%
18
1175
$1K ﹤0.01%
18
45 46
47
48 49