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
1176
$1K ﹤0.01%
+25
1177
$1K ﹤0.01%
+20
1178
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+28
1179
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+94
1180
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1181
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+309
1182
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+56
1183
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+34
1184
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+49
1185
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+20
1186
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+41
1187
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+26
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+53
1189
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+69
1190
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+650
1191
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+19
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+95
1193
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+176
1194
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+118
1195
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+75
1196
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+22
1197
$1K ﹤0.01%
+48
1198
$1K ﹤0.01%
+54
1199
$1K ﹤0.01%
+25
1200
$1K ﹤0.01%
+47
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48
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