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 8.87%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$15K 0.01%
+909
652
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+143
653
$15K 0.01%
+1,200
654
$15K 0.01%
+1,400
655
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+330
656
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657
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658
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659
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+1,636
660
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+1,000
661
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662
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+1,200
663
$15K 0.01%
+252
664
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665
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666
$14K 0.01%
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667
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668
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669
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670
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674
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+407
675
$14K 0.01%
+100
25 26
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