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
351
$63K 0.03%
+52
352
$62K 0.03%
+1,200
353
$62K 0.03%
+711
354
$61K 0.03%
+1,220
355
$61K 0.03%
+800
356
$60K 0.03%
+3,184
357
$60K 0.03%
+3,185
358
$60K 0.03%
+512
359
$59K 0.02%
+332
360
$59K 0.02%
+1,360
361
$59K 0.02%
+905
362
$58K 0.02%
+2,700
363
$58K 0.02%
+1,189
364
$58K 0.02%
+789
365
$58K 0.02%
+500
366
$58K 0.02%
+3,402
367
$58K 0.02%
+259
368
$58K 0.02%
+2,206
369
$57K 0.02%
+1,200
370
$57K 0.02%
+1,239
371
$56K 0.02%
+5,870
372
$56K 0.02%
+1,519
373
$56K 0.02%
+2,000
374
$55K 0.02%
+982
375
$54K 0.02%
+1,984
13 14
15
16 17