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
626
$16K 0.01%
+950
627
$16K 0.01%
+260
628
$16K 0.01%
+2,137
629
$16K 0.01%
+567
630
$16K 0.01%
+1,534
631
$16K 0.01%
+266
632
$16K 0.01%
+379
633
$16K 0.01%
+110
634
$16K 0.01%
+215
635
$16K 0.01%
+600
636
$16K 0.01%
+1,620
637
$16K 0.01%
+1,364
638
$16K 0.01%
+535
639
$16K 0.01%
+600
640
$15K 0.01%
+384
641
$15K 0.01%
+135
642
$15K 0.01%
+108
643
$15K 0.01%
+256
644
$15K 0.01%
+280
645
$15K 0.01%
+707
646
$15K 0.01%
+510
647
$15K 0.01%
+158
648
$15K 0.01%
+572
649
$15K 0.01%
+508
650
$15K 0.01%
+300
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