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Home > Institutional Investor > Integrated Wealth Management > Profile

Instuitional Investor - Integrated Wealth Management

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Integrated Wealth Management
Portfolio Value	$298,529,000

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc	AAPL	269,876	$9,692,000	3.24%
2.	Philip Morris International Inc.	PM	76,432	$8,629,000	2.89%
3.	Procter & Gamble Co	PG	82,756	$7,436,000	2.49%
4.	Johnson & Johnson	JNJ	58,434	$7,278,000	2.43%
5.	Vanguard Intl Equity Index Funds	VWO	163,682	$6,501,000	2.17%