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
1151
$1K ﹤0.01%
+22
1152
$1K ﹤0.01%
+26
1153
$1K ﹤0.01%
+44
1154
$1K ﹤0.01%
+27
1155
$1K ﹤0.01%
+23
1156
$1K ﹤0.01%
+47
1157
$1K ﹤0.01%
+60
1158
$1K ﹤0.01%
+13
1159
$1K ﹤0.01%
+100
1160
$1K ﹤0.01%
+150
1161
$1K ﹤0.01%
+27
1162
$1K ﹤0.01%
+36
1163
$1K ﹤0.01%
+11
1164
$1K ﹤0.01%
+42
1165
$1K ﹤0.01%
+38
1166
$1K ﹤0.01%
+41
1167
$1K ﹤0.01%
+53
1168
$1K ﹤0.01%
+80
1169
$1K ﹤0.01%
+24
1170
$1K ﹤0.01%
+30
1171
$1K ﹤0.01%
+319
1172
$1K ﹤0.01%
+14
1173
$1K ﹤0.01%
+67
1174
$1K ﹤0.01%
+34
1175
$1K ﹤0.01%
+29
45 46
47
48 49