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
1201
$1K ﹤0.01%
+10
1202
$1K ﹤0.01%
+320
1203
$1K ﹤0.01%
+17
1204
$1K ﹤0.01%
+43
1205
$1K ﹤0.01%
+89
1206
$1K ﹤0.01%
+66
1207
$1K ﹤0.01%
+21
1208
$1K ﹤0.01%
+71
1209
$1K ﹤0.01%
+16
1210
$1K ﹤0.01%
+12
1211
$1K ﹤0.01%
+128
1212
$1K ﹤0.01%
+9
1213
$1K ﹤0.01%
+25
1214
$1K ﹤0.01%
+200
1215
$1K ﹤0.01%
+32
1216
$1K ﹤0.01%
+76
1217
$1K ﹤0.01%
+26
1218
$1K ﹤0.01%
+15
1219
$1K ﹤0.01%
+135
1220
$1K ﹤0.01%
+36
1221
$1K ﹤0.01%
+28
1222
$1K ﹤0.01%
+30
1223
$1K ﹤0.01%
+23
1224
$1K ﹤0.01%
+55
1225
$1K ﹤0.01%
+45
47 48
49
50 51