IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Fund
S&P 500
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
+$14.1M
2
+$11.4M
3
+$7.84M
4
CVX icon
Chevron
CVX
+$7.46M
5
PG icon
Procter & Gamble
PG
+$6.55M

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
1251
$0 ﹤0.01%
+200
1252
$0 ﹤0.01%
+160
1253
– –
0
1254
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+100
1255
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+100
1256
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+33
1257
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+105
1258
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+4
1259
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+33
1260
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1261
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+19
1262
$0 ﹤0.01%
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1263
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1267
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1268
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1269
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1270
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1271
$0 ﹤0.01%
+2
1272
$0 ﹤0.01%
+211
1273
$0 ﹤0.01%
+500
1274
$0 ﹤0.01%
+10
1275
$0 ﹤0.01%
+100
49 50
51
52 53