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
1326
$0 ﹤0.01%
+17
1327
$0 ﹤0.01%
+250
1328
– –
0
1329
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+42
1331
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1333
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1334
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1335
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1336
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1337
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1338
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1339
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1341
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1342
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1344
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1345
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1346
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1347
$0 ﹤0.01%
+5
1348
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+49
1349
$0 ﹤0.01%
+6
1350
$0 ﹤0.01%
+20
52 53
54
55 56