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
1126
$1K ﹤0.01%
+29
1127
$1K ﹤0.01%
+74
1128
$1K ﹤0.01%
+272
1129
$1K ﹤0.01%
+14
1130
$1K ﹤0.01%
+22
1131
$1K ﹤0.01%
+76
1132
$1K ﹤0.01%
+20
1133
$1K ﹤0.01%
+100
1134
$1K ﹤0.01%
+33
1135
$1K ﹤0.01%
+52
1136
$1K ﹤0.01%
+52
1137
$1K ﹤0.01%
+30
1138
$1K ﹤0.01%
+18
1139
$1K ﹤0.01%
+93
1140
– –
0
1141
$1K ﹤0.01%
+105
1142
$1K ﹤0.01%
+36
1143
$1K ﹤0.01%
+48
1144
$1K ﹤0.01%
+1
1145
$1K ﹤0.01%
+63
1146
$1K ﹤0.01%
+15
1147
$1K ﹤0.01%
+43
1148
$1K ﹤0.01%
+47
1149
$1K ﹤0.01%
+80
1150
$1K ﹤0.01%
+51
44 45
46
47 48