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
$259M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.22M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$652K
5
VZ icon
Verizon
VZ
+$602K

Top Sells

1
+$1.22M
2
+$1.06M
3
+$963K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$462K
5
OEF icon
iShares S&P 100 ETF
OEF
+$390K

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
201
$219K 0.08%
3,966
+428
202
$219K 0.08%
2,898
+78
203
$217K 0.08%
3,630
-158
204
$217K 0.08%
4,789
-38
205
$213K 0.08%
5,010
+1,250
206
$210K 0.08%
13,610
207
$210K 0.08%
+10,000
208
$209K 0.08%
3,442
-76
209
$209K 0.08%
2,050
-50
210
$208K 0.08%
1,632
-132
211
$208K 0.08%
2,473
-63
212
$207K 0.08%
759
-27
213
$205K 0.08%
2,627
-101
214
$201K 0.08%
2,723
-21
215
$200K 0.08%
4,422
-444
216
$199K 0.08%
11,652
217
$197K 0.08%
2,311
-528
218
$193K 0.07%
2,049
+4
219
$192K 0.07%
2,814
-224
220
$190K 0.07%
2,350
221
$187K 0.07%
3,340
-83
222
$185K 0.07%
4,420
223
$184K 0.07%
5,680
224
$180K 0.07%
1,213
+3
225
$180K 0.07%
3,848
-284
7 8
9
10 11