IWM
Integrated Wealth Management Portfolio holdings
AUM
$299M
1-Year Return
12.85%
This Quarter Return
+2.23%
1 Year Return
+12.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$279M
AUM Growth
+$20.4M
(+7.9%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
21.97%
Holding
1,545
New
103
Increased
235
Reduced
220
Closed
241
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.68M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$2.49M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
+$2.44M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$2.12M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.12M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 14.36% |
| 2 | Healthcare | 8.11% |
| 3 | Energy | 7.83% |
| 4 | Technology | 6.63% |
| 5 | Financials | 6.03% |
