IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Fund
S&P 500
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
+$14.1M
2
+$11.4M
3
+$7.84M
4
CVX icon
Chevron
CVX
+$7.46M
5
PG icon
Procter & Gamble
PG
+$6.55M

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
1151
$1K ﹤0.01%
+26
1152
$1K ﹤0.01%
+29
1153
$1K ﹤0.01%
+74
1154
$1K ﹤0.01%
+53
1155
$1K ﹤0.01%
+69
1156
$1K ﹤0.01%
+650
1157
$1K ﹤0.01%
+19
1158
$1K ﹤0.01%
+95
1159
$1K ﹤0.01%
+176
1160
$1K ﹤0.01%
+118
1161
$1K ﹤0.01%
+75
1162
$1K ﹤0.01%
+22
1163
$1K ﹤0.01%
+48
1164
$1K ﹤0.01%
+272
1165
$1K ﹤0.01%
+14
1166
$1K ﹤0.01%
+22
1167
$1K ﹤0.01%
+76
1168
$1K ﹤0.01%
+20
1169
$1K ﹤0.01%
+100
1170
$1K ﹤0.01%
+33
1171
$1K ﹤0.01%
+52
1172
$1K ﹤0.01%
+52
1173
$1K ﹤0.01%
+30
1174
$1K ﹤0.01%
+18
1175
$1K ﹤0.01%
+54
45 46
47
48 49