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 8.87%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$2K ﹤0.01%
+110
1102
$2K ﹤0.01%
+100
1103
$2K ﹤0.01%
+90
1104
$2K ﹤0.01%
+5
1105
$2K ﹤0.01%
+57
1106
$2K ﹤0.01%
+150
1107
$2K ﹤0.01%
+50
1108
$2K ﹤0.01%
+100
1109
$2K ﹤0.01%
+500
1110
$2K ﹤0.01%
+55
1111
$2K ﹤0.01%
+75
1112
$2K ﹤0.01%
+100
1113
$2K ﹤0.01%
+38
1114
$2K ﹤0.01%
+1,500
1115
$2K ﹤0.01%
+17
1116
$2K ﹤0.01%
+522
1117
$2K ﹤0.01%
+110
1118
$2K ﹤0.01%
+100
1119
$2K ﹤0.01%
+58
1120
$2K ﹤0.01%
+27
1121
$2K ﹤0.01%
+220
1122
$2K ﹤0.01%
+54
1123
$2K ﹤0.01%
+300
1124
$1K ﹤0.01%
+11
1125
$1K ﹤0.01%
+42
43 44
45
46 47