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 8.51%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$0 ﹤0.01%
17
1402
$0 ﹤0.01%
+333
1403
-63
1404
$0 ﹤0.01%
104
-215
1405
-2,300
1406
-50
1407
-430
1408
-14
1409
$0 ﹤0.01%
5
1410
-114
1411
-69
1412
-19
1413
-95
1414
-76
1415
-100
1416
0
1417
-1,187
1418
-1,100
1419
-20
1420
-3,650
1421
$0 ﹤0.01%
42
1422
-52
1423
-12
1424
-26
1425
-15