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
651
$15K 0.01%
+143
652
$15K 0.01%
+1,200
653
$15K 0.01%
+1,400
654
$15K 0.01%
+330
655
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+266
656
$15K 0.01%
+384
657
$15K 0.01%
+448
658
$15K 0.01%
+1,636
659
$15K 0.01%
+1,000
660
$15K 0.01%
+560
661
$15K 0.01%
+1,200
662
$15K 0.01%
+252
663
$15K 0.01%
+375
664
$15K 0.01%
+500
665
$14K 0.01%
+840
666
$14K 0.01%
+368
667
$14K 0.01%
+182
668
$14K 0.01%
+323
669
$14K 0.01%
+82
670
$14K 0.01%
+407
671
$14K 0.01%
+100
672
$14K 0.01%
+355
673
$14K 0.01%
+315
674
$14K 0.01%
+180
675
$14K 0.01%
+2,104
25 26
27
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