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
1301
$0 ﹤0.01%
+95
1302
$0 ﹤0.01%
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1303
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1304
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1305
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+4
1306
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1307
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+25
1308
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1309
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+26
1310
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1311
$0 ﹤0.01%
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1312
$0 ﹤0.01%
+3
1313
– –
0
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+50
1315
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1316
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1317
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1318
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1319
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1320
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1321
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1322
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1323
$0 ﹤0.01%
+10
1324
$0 ﹤0.01%
+5
1325
$0 ﹤0.01%
+43
51 52
53
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