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
1176
$1K ﹤0.01%
+47
1177
$1K ﹤0.01%
+10
1178
$1K ﹤0.01%
+320
1179
$1K ﹤0.01%
+17
1180
$1K ﹤0.01%
+43
1181
$1K ﹤0.01%
+89
1182
$1K ﹤0.01%
+66
1183
$1K ﹤0.01%
+21
1184
$1K ﹤0.01%
+71
1185
$1K ﹤0.01%
+93
1186
– –
0
1187
$1K ﹤0.01%
+105
1188
$1K ﹤0.01%
+36
1189
$1K ﹤0.01%
+48
1190
$1K ﹤0.01%
+1
1191
$1K ﹤0.01%
+63
1192
$1K ﹤0.01%
+15
1193
$1K ﹤0.01%
+43
1194
$1K ﹤0.01%
+16
1195
$1K ﹤0.01%
+12
1196
$1K ﹤0.01%
+128
1197
$1K ﹤0.01%
+9
1198
$1K ﹤0.01%
+25
1199
$1K ﹤0.01%
+200
1200
$1K ﹤0.01%
+32
46 47
48
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