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
926
$5K ﹤0.01%
+34
927
$5K ﹤0.01%
+200
928
$5K ﹤0.01%
+48
929
$5K ﹤0.01%
+255
930
$5K ﹤0.01%
+127
931
$5K ﹤0.01%
+4
932
$5K ﹤0.01%
+253
933
$5K ﹤0.01%
+351
934
$5K ﹤0.01%
+48
935
$5K ﹤0.01%
+225
936
$5K ﹤0.01%
+1,000
937
$5K ﹤0.01%
+60
938
$5K ﹤0.01%
+295
939
$5K ﹤0.01%
+450
940
$4K ﹤0.01%
+200
941
$4K ﹤0.01%
+380
942
$4K ﹤0.01%
+336
943
$4K ﹤0.01%
+35
944
$4K ﹤0.01%
+200
945
$4K ﹤0.01%
+64
946
$4K ﹤0.01%
+165
947
$4K ﹤0.01%
+164
948
$4K ﹤0.01%
+74
949
$4K ﹤0.01%
+472
950
$4K ﹤0.01%
+608
36 37
38
39 40