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
$258M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,594
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.7M
3
+$4.15M
4
TGT icon
Target
TGT
+$1.88M
5
XOM icon
Exxon Mobil
XOM
+$1.1M

Top Sells

1
+$540K
2
+$353K
3
+$281K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$264K
5
UTG icon
Reaves Utility Income Fund
UTG
+$201K

Sector Composition

1 Energy 13.86%
2 Consumer Staples 13.11%
3 Healthcare 9.4%
4 Technology 8.5%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
+1
1202
$1K ﹤0.01%
18
+10
1203
$1K ﹤0.01%
24
-53
1204
$1K ﹤0.01%
42
1205
$1K ﹤0.01%
+19
1206
$1K ﹤0.01%
15
-129
1207
$1K ﹤0.01%
+16
1208
$1K ﹤0.01%
25
1209
$1K ﹤0.01%
+300
1210
$1K ﹤0.01%
19
1211
$1K ﹤0.01%
25
1212
$1K ﹤0.01%
28
1213
$1K ﹤0.01%
26
1214
$1K ﹤0.01%
13
-5
1215
$1K ﹤0.01%
+42
1216
$1K ﹤0.01%
25
-632
1217
$1K ﹤0.01%
+39
1218
$1K ﹤0.01%
+166
1219
$1K ﹤0.01%
+60
1220
$1K ﹤0.01%
11
-26
1221
$1K ﹤0.01%
20
1222
$1K ﹤0.01%
26
1223
$1K ﹤0.01%
29
1224
$1K ﹤0.01%
650
1225
$1K ﹤0.01%
176
47 48
49
50 51