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
1176
$1K ﹤0.01%
106
1177
$1K ﹤0.01%
6
1178
$1K ﹤0.01%
15
1179
$1K ﹤0.01%
44
1180
$1K ﹤0.01%
39
1181
$1K ﹤0.01%
37
1182
$1K ﹤0.01%
29
1183
$1K ﹤0.01%
53
1184
$1K ﹤0.01%
40
1185
$1K ﹤0.01%
1
1186
$1K ﹤0.01%
+75
1187
$1K ﹤0.01%
+60
1188
$1K ﹤0.01%
+24
1189
$1K ﹤0.01%
32
-1,050
1190
$1K ﹤0.01%
10
1191
$1K ﹤0.01%
25
1192
$1K ﹤0.01%
200
1193
$1K ﹤0.01%
40
1194
$1K ﹤0.01%
57
1195
$1K ﹤0.01%
33
1196
$1K ﹤0.01%
28
1197
$1K ﹤0.01%
22
1198
$1K ﹤0.01%
28
1199
$1K ﹤0.01%
100
1200
$1K ﹤0.01%
166
46 47
48
49 50