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
276
$104K 0.04%
4,179
+845
277
$104K 0.04%
4,146
+838
278
$103K 0.04%
2,468
-485
279
$103K 0.04%
759
280
$103K 0.04%
4,133
+837
281
$103K 0.04%
4,113
+836
282
$102K 0.04%
2,610
-165
283
$101K 0.04%
7,449
+5,589
284
$100K 0.04%
5,736
285
$100K 0.04%
5,862
+68
286
$99K 0.04%
1,290
287
$99K 0.04%
1,218
288
$99K 0.04%
1,723
+977
289
$98K 0.04%
2,212
-30
290
$98K 0.04%
7,992
+3,760
291
$98K 0.04%
1,894
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292
$98K 0.04%
1,526
-103
293
$97K 0.04%
3,785
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294
$96K 0.04%
1,338
-1,399
295
$93K 0.04%
7,125
296
$92K 0.04%
4,063
+299
297
$89K 0.04%
1,500
298
$89K 0.04%
2,115
299
$88K 0.04%
375
+96
300
$88K 0.04%
921
-110
10 11
12
13 14