IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Fund
S&P 500
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
+$14.1M
2
+$11.4M
3
+$7.84M
4
CVX icon
Chevron
CVX
+$7.46M
5
PG icon
Procter & Gamble
PG
+$6.55M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.93%
2 Consumer Staples 13.48%
3 Healthcare 10.03%
4 Technology 8.87%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$47K 0.02%
+523
402
$47K 0.02%
+312
403
$46K 0.02%
+5,040
404
$46K 0.02%
+599
405
$46K 0.02%
+578
406
$46K 0.02%
+1,300
407
$45K 0.02%
+2,553
408
$45K 0.02%
+4,824
409
$45K 0.02%
+692
410
$44K 0.02%
+1,053
411
$44K 0.02%
+2,950
412
$44K 0.02%
+748
413
$44K 0.02%
+1,068
414
$44K 0.02%
+1,066
415
$43K 0.02%
+1,784
416
$42K 0.02%
+700
417
$42K 0.02%
+763
418
$41K 0.02%
+1,145
419
$41K 0.02%
+1,067
420
$40K 0.02%
+1,358
421
$40K 0.02%
+612
422
$40K 0.02%
+588
423
$40K 0.02%
+415
424
$40K 0.02%
+1,430
425
$40K 0.02%
+2,500
15 16
17
18 19