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
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.5M
3
+$8.07M
4
CVX icon
Chevron
CVX
+$7.34M
5
PG icon
Procter & Gamble
PG
+$6.25M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.93%
2 Consumer Staples 13.48%
3 Healthcare 10.03%
4 Technology 8.88%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$84K 0.04%
+1,502
302
$83K 0.03%
+4,000
303
$79K 0.03%
+1,738
304
$79K 0.03%
+3,769
305
$78K 0.03%
+2,200
306
$77K 0.03%
+3,969
307
$77K 0.03%
+9,192
308
$77K 0.03%
+4,000
309
$76K 0.03%
+616
310
$76K 0.03%
+5,544
311
$76K 0.03%
+3,136
312
$76K 0.03%
+2,080
313
$75K 0.03%
+3,553
314
$75K 0.03%
+910
315
$75K 0.03%
+2,136
316
$74K 0.03%
+2,200
317
$74K 0.03%
+2,622
318
$74K 0.03%
+926
319
$73K 0.03%
+662
320
$73K 0.03%
+2,700
321
$72K 0.03%
+1,716
322
$72K 0.03%
+768
323
$72K 0.03%
+1,980
324
$72K 0.03%
+3,650
325
$72K 0.03%
+841
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