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
876
$6K ﹤0.01%
+78
877
$6K ﹤0.01%
+543
878
$6K ﹤0.01%
+109
879
$6K ﹤0.01%
+137
880
$6K ﹤0.01%
+67
881
$6K ﹤0.01%
+170
882
$6K ﹤0.01%
+200
883
$6K ﹤0.01%
+449
884
$6K ﹤0.01%
+125
885
$6K ﹤0.01%
+205
886
$6K ﹤0.01%
+3
887
$6K ﹤0.01%
+62
888
$6K ﹤0.01%
+162
889
$6K ﹤0.01%
+200
890
$6K ﹤0.01%
+190
891
$6K ﹤0.01%
+163
892
$6K ﹤0.01%
+156
893
$6K ﹤0.01%
+180
894
$6K ﹤0.01%
+80
895
$6K ﹤0.01%
+25
896
$6K ﹤0.01%
+274
897
$6K ﹤0.01%
+348
898
$6K ﹤0.01%
+29
899
$6K ﹤0.01%
+86
900
$5K ﹤0.01%
+200
34 35
36
37 38