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
551
$21K 0.01%
+823
552
$21K 0.01%
+450
553
$21K 0.01%
+158
554
$21K 0.01%
+1,500
555
$21K 0.01%
+900
556
$21K 0.01%
+2,610
557
$21K 0.01%
+156
558
$21K 0.01%
+350
559
$21K 0.01%
+346
560
$21K 0.01%
+136
561
$21K 0.01%
+1,120
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%
+950
567
$20K 0.01%
+600
568
$20K 0.01%
+380
569
$20K 0.01%
+259
570
$20K 0.01%
+804
571
$20K 0.01%
+1,197
572
$20K 0.01%
+147
573
$20K 0.01%
+280
574
$20K 0.01%
+474
575
$20K 0.01%
+410
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