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
$232M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.07M
3
+$1.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$955K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$807K

Top Sells

1
+$10.3M
2
+$1.16M
3
+$1.13M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$931K
5
AXP icon
American Express
AXP
+$806K

Sector Composition

1 Consumer Staples 16.19%
2 Healthcare 9.81%
3 Energy 8.75%
4 Technology 8.69%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
40
1252
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15
1253
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57
1254
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33
1255
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28
1256
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31
-301
1257
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28
1258
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+100
1259
$1K ﹤0.01%
166
1260
$1K ﹤0.01%
+261
1261
$1K ﹤0.01%
5
1262
$1K ﹤0.01%
67
1263
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208
+8
1264
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30
1265
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16
-200
1266
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22
1267
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150
1268
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1269
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1270
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25
-30
1271
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40
1272
$1K ﹤0.01%
138
1273
$1K ﹤0.01%
47
1274
$1K ﹤0.01%
1,500
1275
$1K ﹤0.01%
16
49 50
51
52 53