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
1226
$1K ﹤0.01%
+21
1227
$1K ﹤0.01%
+23
1228
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+150
1229
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+36
1230
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+12
1231
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+90
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+138
1233
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+24
1234
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+112
1235
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+151
1236
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+32
1237
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+20
1238
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+823
1239
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+25
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+21
1241
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+36
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+17
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+7,000
1244
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+32
1245
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+23
1246
$1K ﹤0.01%
+368
1247
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+26
1248
$1K ﹤0.01%
+125
1249
$1K ﹤0.01%
+72
1250
$1K ﹤0.01%
+6