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
826
$7K ﹤0.01%
+121
827
$7K ﹤0.01%
+1,504
828
$7K ﹤0.01%
+65
829
$7K ﹤0.01%
+131
830
$7K ﹤0.01%
+104
831
$7K ﹤0.01%
+220
832
$7K ﹤0.01%
+400
833
$7K ﹤0.01%
+42
834
$7K ﹤0.01%
+100
835
$7K ﹤0.01%
+20
836
$7K ﹤0.01%
+250
837
$7K ﹤0.01%
+104
838
$7K ﹤0.01%
+400
839
$7K ﹤0.01%
+149
840
$7K ﹤0.01%
+300
841
$7K ﹤0.01%
+210
842
$7K ﹤0.01%
+177
843
$7K ﹤0.01%
+500
844
$7K ﹤0.01%
+340
845
$7K ﹤0.01%
+61
846
$7K ﹤0.01%
+9
847
$7K ﹤0.01%
+518
848
$7K ﹤0.01%
+55
849
$7K ﹤0.01%
+200
850
$7K ﹤0.01%
+350
32 33
34
35 36