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
1401
$0 ﹤0.01%
+3
1402
$0 ﹤0.01%
+18
1403
$0 ﹤0.01%
+17
1404
$0 ﹤0.01%
+28
1405
$0 ﹤0.01%
+1
1406
$0 ﹤0.01%
+17
1407
$0 ﹤0.01%
+79
1408
$0 ﹤0.01%
+21
1409
$0 ﹤0.01%
+22
1410
$0 ﹤0.01%
+12