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
451
$34K 0.01%
+725
452
$34K 0.01%
+213
453
$34K 0.01%
+2,500
454
$33K 0.01%
+1,233
455
$33K 0.01%
+567
456
$33K 0.01%
+1,324
457
$33K 0.01%
+267
458
$33K 0.01%
+1,104
459
$33K 0.01%
+2,309
460
$32K 0.01%
+2,353
461
$32K 0.01%
+4,000
462
$31K 0.01%
+267
463
$31K 0.01%
+2,889
464
$31K 0.01%
+588
465
$31K 0.01%
+210
466
$31K 0.01%
+287
467
$31K 0.01%
+1,130
468
$31K 0.01%
+370
469
$31K 0.01%
+254
470
$30K 0.01%
+570
471
$30K 0.01%
+1,125
472
$30K 0.01%
+310
473
$30K 0.01%
+1,405
474
$30K 0.01%
+462
475
$30K 0.01%
+3,250
17 18
19
20 21