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
576
$19K 0.01%
+733
577
$19K 0.01%
+255
578
$19K 0.01%
+916
579
$19K 0.01%
+672
580
$19K 0.01%
+172
581
$19K 0.01%
+1,320
582
$19K 0.01%
+2,700
583
$19K 0.01%
+294
584
$19K 0.01%
+110
585
$19K 0.01%
+958
586
$19K 0.01%
+649
587
$19K 0.01%
+400
588
$19K 0.01%
+200
589
$19K 0.01%
+794
590
$18K 0.01%
+615
591
$18K 0.01%
+2,052
592
$18K 0.01%
+1,000
593
$18K 0.01%
+526
594
$18K 0.01%
+250
595
$18K 0.01%
+2,300
596
$18K 0.01%
+1,250
597
$18K 0.01%
+200
598
$18K 0.01%
+78
599
$18K 0.01%
+482
600
$18K 0.01%
+484
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