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
701
$13K 0.01%
+1,710
702
$13K 0.01%
+600
703
$13K 0.01%
+500
704
$13K 0.01%
+344
705
$13K 0.01%
+308
706
$12K 0.01%
+314
707
$12K 0.01%
+127
708
$12K 0.01%
+125
709
$12K 0.01%
+104
710
$12K 0.01%
+171
711
$12K 0.01%
+270
712
$12K 0.01%
+633
713
$12K 0.01%
+871
714
$12K 0.01%
+1,187
715
$12K 0.01%
+885
716
$12K 0.01%
+5,000
717
$12K 0.01%
+170
718
$12K 0.01%
+258
719
$12K 0.01%
+1,776
720
$12K 0.01%
+98
721
$12K 0.01%
+317
722
$12K 0.01%
+100
723
$12K 0.01%
+1,966
724
$12K 0.01%
+309
725
$12K 0.01%
+299
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