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
1276
$1K ﹤0.01%
33
-3
1277
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+28
1278
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17
1279
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5
-2
1281
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67
-12
1282
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1283
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+1
1284
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58
1285
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21
1286
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22
1287
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+75
1288
$1K ﹤0.01%
40
+30
1289
$1K ﹤0.01%
47
1290
$1K ﹤0.01%
+45
1291
$1K ﹤0.01%
16
1292
$1K ﹤0.01%
80
1293
$1K ﹤0.01%
22
-29
1294
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60
1295
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13
1296
$1K ﹤0.01%
160
1297
$1K ﹤0.01%
151
1298
$1K ﹤0.01%
100
1299
$1K ﹤0.01%
823
1300
$1K ﹤0.01%
4
50 51
52
53 54