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
251
$127K 0.05%
5,267
-1,575
252
$124K 0.05%
2,080
253
$123K 0.05%
2,148
+113
254
$123K 0.05%
1,035
+35
255
$122K 0.05%
1,131
-338
256
$122K 0.05%
1,771
+410
257
$121K 0.05%
4,041
+466
258
$120K 0.05%
3,936
-2,168
259
$117K 0.05%
501
-40
260
$117K 0.05%
2,584
+399
261
$116K 0.05%
444
+106
262
$116K 0.05%
1,660
263
$114K 0.05%
923
+2
264
$113K 0.05%
2,305
-54
265
$112K 0.05%
4,391
+397
266
$112K 0.05%
1,423
+53
267
$110K 0.05%
5,185
+22
268
$110K 0.05%
8,432
+5,636
269
$109K 0.05%
8,848
+94
270
$109K 0.05%
3,456
271
$109K 0.05%
5,110
+5,000
272
$108K 0.05%
1,831
-40
273
$107K 0.05%
2,014
274
$105K 0.04%
2,233
+1,210
275
$104K 0.04%
4,182
+844
9 10
11
12 13