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
1201
$1K ﹤0.01%
5
1202
$1K ﹤0.01%
67
1203
$1K ﹤0.01%
20
1204
$1K ﹤0.01%
30
1205
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1206
$1K ﹤0.01%
22
1207
$1K ﹤0.01%
150
1208
$1K ﹤0.01%
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1209
$1K ﹤0.01%
+27
1210
$1K ﹤0.01%
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1211
$1K ﹤0.01%
28
1212
$1K ﹤0.01%
12
1213
$1K ﹤0.01%
60
1214
$1K ﹤0.01%
85
-6
1215
$1K ﹤0.01%
+162
1216
$1K ﹤0.01%
+22
1217
$1K ﹤0.01%
368
1218
$1K ﹤0.01%
+27
1219
$1K ﹤0.01%
+11
1220
$1K ﹤0.01%
+15
1221
$1K ﹤0.01%
4
1222
$1K ﹤0.01%
11
1223
$1K ﹤0.01%
800
1224
$1K ﹤0.01%
10
1225
$1K ﹤0.01%
100
47 48
49
50 51