Integrated Wealth Management - Portfolio overview

Integrated Wealth Management has 95 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 6.21%
2. OCTW - AIM ETF PRODUCTS TRUST, 4.33%
3. VUG - VANGUARD INDEX FDS, 4.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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