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
1176
$1K ﹤0.01%
26
1177
$1K ﹤0.01%
42
1178
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48
1179
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1180
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1181
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1182
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-77
1183
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1184
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1185
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1186
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1189
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1190
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1191
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31
1192
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+18
1193
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1194
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1195
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1196
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1197
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25
1198
$1K ﹤0.01%
33
1199
$1K ﹤0.01%
+29
1200
$1K ﹤0.01%
12
46 47
48
49 50