IWM
Integrated Wealth Management Portfolio holdings
AUM
$299M
1-Year Return
12.85%
This Quarter Return
-0.61%
1 Year Return
+12.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$240M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.76%
Holding
1,443
New
1,438
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$13.5M |
| 2 |
Vanguard Total Bond Market
BND
|
+$11.5M |
| 3 |
Apple
AAPL
|
+$8.07M |
| 4 |
Chevron
CVX
|
+$7.34M |
| 5 |
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% |
