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
1251
$1K ﹤0.01%
+63
1252
$0 ﹤0.01%
+14
1253
$0 ﹤0.01%
+10
1254
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1255
$0 ﹤0.01%
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1256
$0 ﹤0.01%
+28
1257
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1258
$0 ﹤0.01%
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1259
$0 ﹤0.01%
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1260
$0 ﹤0.01%
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1261
$0 ﹤0.01%
+200
1262
$0 ﹤0.01%
+160
1263
– –
0
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$0 ﹤0.01%
+13
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1267
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1270
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1271
$0 ﹤0.01%
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1272
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1273
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1274
$0 ﹤0.01%
+211
1275
$0 ﹤0.01%
+500
49 50
51
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