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
776
$9K ﹤0.01%
+72
777
$9K ﹤0.01%
+155
778
$9K ﹤0.01%
+101
779
$9K ﹤0.01%
+400
780
$9K ﹤0.01%
+225
781
$9K ﹤0.01%
+200
782
$9K ﹤0.01%
+800
783
$9K ﹤0.01%
+400
784
$9K ﹤0.01%
+400
785
$9K ﹤0.01%
+146
786
$9K ﹤0.01%
+150
787
$9K ﹤0.01%
+201
788
$9K ﹤0.01%
+228
789
$9K ﹤0.01%
+802
790
$9K ﹤0.01%
+648
791
$9K ﹤0.01%
+2,000
792
$9K ﹤0.01%
+200
793
$8K ﹤0.01%
+1,000
794
$8K ﹤0.01%
+150
795
$8K ﹤0.01%
+200
796
$8K ﹤0.01%
+95
797
$8K ﹤0.01%
+342
798
$8K ﹤0.01%
+290
799
$8K ﹤0.01%
+184
800
$8K ﹤0.01%
+292
30 31
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