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 8.87%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6K ﹤0.01%
+180
877
$6K ﹤0.01%
+135
878
$6K ﹤0.01%
+108
879
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880
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+543
881
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882
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883
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+67
884
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885
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886
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+449
887
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888
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889
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+3
890
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891
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892
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893
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894
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895
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896
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+25
897
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+274
898
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+348
899
$6K ﹤0.01%
+29
900
$6K ﹤0.01%
+86
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