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
526
$23K 0.01%
+350
527
$23K 0.01%
+1,132
528
$23K 0.01%
+572
529
$23K 0.01%
+501
530
$23K 0.01%
+2,785
531
$23K 0.01%
+1,042
532
$23K 0.01%
+500
533
$23K 0.01%
+645
534
$23K 0.01%
+800
535
$23K 0.01%
+254
536
$23K 0.01%
+490
537
$22K 0.01%
+368
538
$22K 0.01%
+861
539
$22K 0.01%
+935
540
$22K 0.01%
+568
541
$22K 0.01%
+1,085
542
$22K 0.01%
+1,141
543
$22K 0.01%
+2,292
544
$22K 0.01%
+550
545
$22K 0.01%
+196
546
$22K 0.01%
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547
$22K 0.01%
+361
548
$22K 0.01%
+2,640
549
$21K 0.01%
+744
550
$21K 0.01%
+279
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