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
$232M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.02M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$962K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$804K

Top Sells

1
+$10.4M
2
+$1.16M
3
+$1.1M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$947K
5
AXP icon
American Express
AXP
+$842K

Sector Composition

1 Consumer Staples 16.19%
2 Healthcare 9.81%
3 Energy 8.75%
4 Technology 8.69%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
29
1177
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1178
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28
1179
– –
-1
1180
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1181
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1183
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1184
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1187
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1188
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20
1190
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1191
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29
1192
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+14
1193
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6
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1195
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1196
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21
1197
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8
1198
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38
1199
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101
-148
1200
$1K ﹤0.01%
12
46 47
48
49 50