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
951
$4K ﹤0.01%
+400
952
$4K ﹤0.01%
+290
953
$4K ﹤0.01%
+87
954
$4K ﹤0.01%
+118
955
$4K ﹤0.01%
+217
956
$4K ﹤0.01%
+55
957
$4K ﹤0.01%
+23
958
$4K ﹤0.01%
+113
959
$4K ﹤0.01%
+763
960
$4K ﹤0.01%
+45
961
$4K ﹤0.01%
+326
962
$4K ﹤0.01%
+148
963
$4K ﹤0.01%
+206
964
$4K ﹤0.01%
+28
965
$4K ﹤0.01%
+88
966
$4K ﹤0.01%
+94
967
$4K ﹤0.01%
+56
968
$4K ﹤0.01%
+100
969
$4K ﹤0.01%
+245
970
$4K ﹤0.01%
+35
971
$4K ﹤0.01%
+96
972
$4K ﹤0.01%
+76
973
$4K ﹤0.01%
+62
974
$4K ﹤0.01%
+100
975
$4K ﹤0.01%
+316
37 38
39
40 41