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
$237M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,432
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$421K
3
+$384K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$281K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$248K

Top Sells

1
+$423K
2
+$339K
3
+$258K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K

Sector Composition

1 Consumer Staples 16.76%
2 Healthcare 9.09%
3 Energy 8.8%
4 Technology 8.5%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$156K 0.07%
1,188
-26
227
$155K 0.07%
5,984
-700
228
$155K 0.07%
15,062
229
$155K 0.07%
5,602
+765
230
$153K 0.06%
1,100
231
$152K 0.06%
2,566
232
$152K 0.06%
1,206
-49
233
$152K 0.06%
687
-109
234
$151K 0.06%
2,124
+1,087
235
$150K 0.06%
1,448
-91
236
$150K 0.06%
2,461
-702
237
$146K 0.06%
2,522
238
$142K 0.06%
1,104
-110
239
$141K 0.06%
1,718
240
$139K 0.06%
927
-138
241
$138K 0.06%
1,283
+2
242
$137K 0.06%
1,771
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243
$137K 0.06%
4,435
+2,671
244
$136K 0.06%
4,800
245
$134K 0.06%
5,041
+19
246
$133K 0.06%
3,439
+646
247
$132K 0.06%
1,620
-202
248
$130K 0.05%
2,188
249
$129K 0.05%
2,042
-513
250
$127K 0.05%
1,129
8 9
10
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