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 8.88%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
+225
777
$9K ﹤0.01%
+200
778
$9K ﹤0.01%
+800
779
$9K ﹤0.01%
+400
780
$9K ﹤0.01%
+400
781
$9K ﹤0.01%
+146
782
$9K ﹤0.01%
+150
783
$9K ﹤0.01%
+201
784
$9K ﹤0.01%
+228
785
$9K ﹤0.01%
+802
786
$9K ﹤0.01%
+648
787
$9K ﹤0.01%
+176
788
$9K ﹤0.01%
+8
789
$9K ﹤0.01%
+72
790
$9K ﹤0.01%
+155
791
$9K ﹤0.01%
+101
792
$9K ﹤0.01%
+2,000
793
$9K ﹤0.01%
+200
794
$8K ﹤0.01%
+150
795
$8K ﹤0.01%
+82
796
$8K ﹤0.01%
+200
797
$8K ﹤0.01%
+95
798
$8K ﹤0.01%
+342
799
$8K ﹤0.01%
+290
800
$8K ﹤0.01%
+184
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