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
$279M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 14.36%
2 Healthcare 8.11%
3 Energy 7.83%
4 Technology 6.63%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
-166
1402
$0 ﹤0.01%
5
1403
$0 ﹤0.01%
5
1404
$0 ﹤0.01%
30
1405
-14,562
1406
$0 ﹤0.01%
17
1407
-103
1408
$0 ﹤0.01%
+1
1409
-75
1410
0
1411
$0 ﹤0.01%
7
1412
-510
1413
-6
1414
-2,400
1415
-16
1416
-1,990
1417
-27
1418
$0 ﹤0.01%
12
1419
$0 ﹤0.01%
11
1420
0
1421
-800
1422
-13,610
1423
-5,217