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
551
$21K 0.01%
+744
552
$21K 0.01%
+279
553
$21K 0.01%
+823
554
$21K 0.01%
+1,500
555
$21K 0.01%
+450
556
$21K 0.01%
+900
557
$21K 0.01%
+2,610
558
$21K 0.01%
+350
559
$21K 0.01%
+158
560
$21K 0.01%
+156
561
$20K 0.01%
+950
562
$20K 0.01%
+1,300
563
$20K 0.01%
+527
564
$20K 0.01%
+748
565
$20K 0.01%
+821
566
$20K 0.01%
+600
567
$20K 0.01%
+380
568
$20K 0.01%
+259
569
$20K 0.01%
+804
570
$20K 0.01%
+1,197
571
$20K 0.01%
+147
572
$20K 0.01%
+280
573
$20K 0.01%
+474
574
$20K 0.01%
+410
575
$19K 0.01%
+362
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