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
851
$7K ﹤0.01%
+350
852
$7K ﹤0.01%
+90
853
$7K ﹤0.01%
+228
854
$7K ﹤0.01%
+632
855
$7K ﹤0.01%
+113
856
$7K ﹤0.01%
+97
857
$7K ﹤0.01%
+129
858
$7K ﹤0.01%
+300
859
$7K ﹤0.01%
+100
860
$7K ﹤0.01%
+110
861
$7K ﹤0.01%
+600
862
$7K ﹤0.01%
+45
863
$7K ﹤0.01%
+512
864
$7K ﹤0.01%
+8,960
865
$7K ﹤0.01%
+160
866
$6K ﹤0.01%
+94
867
$6K ﹤0.01%
+124
868
$6K ﹤0.01%
+350
869
$6K ﹤0.01%
+120
870
$6K ﹤0.01%
+638
871
$6K ﹤0.01%
+180
872
$6K ﹤0.01%
+135
873
$6K ﹤0.01%
+108
874
$6K ﹤0.01%
+78
875
$6K ﹤0.01%
+543
33 34
35
36 37