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
726
$11K ﹤0.01%
+212
727
$11K ﹤0.01%
+360
728
$11K ﹤0.01%
+48
729
$11K ﹤0.01%
+120
730
$11K ﹤0.01%
+925
731
$11K ﹤0.01%
+100
732
$11K ﹤0.01%
+500
733
$11K ﹤0.01%
+364
734
$11K ﹤0.01%
+195
735
$11K ﹤0.01%
+1,640
736
$11K ﹤0.01%
+87
737
$11K ﹤0.01%
+235
738
$11K ﹤0.01%
+600
739
$11K ﹤0.01%
+201
740
$11K ﹤0.01%
+129
741
$11K ﹤0.01%
+340
742
$11K ﹤0.01%
+500
743
$11K ﹤0.01%
+561
744
$11K ﹤0.01%
+154
745
$11K ﹤0.01%
+600
746
$11K ﹤0.01%
+800
747
$10K ﹤0.01%
+500
748
$10K ﹤0.01%
+100
749
$10K ﹤0.01%
+450
750
$10K ﹤0.01%
+444
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