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
576
$19K 0.01%
+794
577
$19K 0.01%
+672
578
$19K 0.01%
+362
579
$19K 0.01%
+733
580
$19K 0.01%
+255
581
$19K 0.01%
+916
582
$19K 0.01%
+172
583
$19K 0.01%
+1,320
584
$19K 0.01%
+2,700
585
$19K 0.01%
+294
586
$19K 0.01%
+110
587
$19K 0.01%
+958
588
$19K 0.01%
+649
589
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+400
590
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+200
591
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+250
592
$18K 0.01%
+2,300
593
$18K 0.01%
+1,250
594
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+200
595
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+78
596
$18K 0.01%
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597
$18K 0.01%
+484
598
$18K 0.01%
+1,170
599
$18K 0.01%
+1,676
600
$18K 0.01%
+804
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