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
1076
$2K ﹤0.01%
+200
1077
$2K ﹤0.01%
+68
1078
$2K ﹤0.01%
+33
1079
$2K ﹤0.01%
+45
1080
$2K ﹤0.01%
+50
1081
$2K ﹤0.01%
+2
1082
$2K ﹤0.01%
+210
1083
$2K ﹤0.01%
+15
1084
$2K ﹤0.01%
+74
1085
$2K ﹤0.01%
+67
1086
$2K ﹤0.01%
+56
1087
$2K ﹤0.01%
+88
1088
$2K ﹤0.01%
+1,000
1089
$2K ﹤0.01%
+3,500
1090
$2K ﹤0.01%
+136
1091
$2K ﹤0.01%
+50
1092
$2K ﹤0.01%
+125
1093
$2K ﹤0.01%
+1
1094
$2K ﹤0.01%
+248
1095
$2K ﹤0.01%
+68
1096
$2K ﹤0.01%
+750
1097
$2K ﹤0.01%
+60
1098
$2K ﹤0.01%
+38
1099
$2K ﹤0.01%
+36
1100
$2K ﹤0.01%
+16
42 43
44
45 46