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
1001
$3K ﹤0.01%
+100
1002
$3K ﹤0.01%
+57
1003
$3K ﹤0.01%
+63
1004
$3K ﹤0.01%
+66
1005
$3K ﹤0.01%
+136
1006
$3K ﹤0.01%
+37
1007
$3K ﹤0.01%
+100
1008
$3K ﹤0.01%
+100
1009
$3K ﹤0.01%
+114
1010
$3K ﹤0.01%
+62
1011
$3K ﹤0.01%
+63
1012
$3K ﹤0.01%
+20
1013
$3K ﹤0.01%
+220
1014
$3K ﹤0.01%
+142
1015
$3K ﹤0.01%
+249
1016
$3K ﹤0.01%
+28
1017
$3K ﹤0.01%
+54
1018
$3K ﹤0.01%
+300
1019
$3K ﹤0.01%
+302
1020
$3K ﹤0.01%
+54
1021
$3K ﹤0.01%
+95
1022
$3K ﹤0.01%
+55
1023
$3K ﹤0.01%
+330
1024
$3K ﹤0.01%
+79
1025
$3K ﹤0.01%
+270
39 40
41
42 43