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
351
$63K 0.03%
3,495
+2,800
352
$63K 0.03%
1,938
-363
353
$62K 0.03%
1,818
-1,975
354
$62K 0.03%
1,550
355
$61K 0.03%
1,170
356
$59K 0.02%
3,531
-869
357
$57K 0.02%
1,500
-677
358
$57K 0.02%
365
-31
359
$57K 0.02%
2,000
360
$57K 0.02%
+7,153
361
$56K 0.02%
3,806
362
$55K 0.02%
2,402
-129
363
$55K 0.02%
745
-63
364
$55K 0.02%
1,125
365
$54K 0.02%
1,426
366
$54K 0.02%
905
367
$54K 0.02%
1,475
-300
368
$53K 0.02%
1,668
369
$53K 0.02%
1,000
370
$53K 0.02%
8,124
371
$53K 0.02%
1,206
-63
372
$52K 0.02%
3,200
+1,500
373
$52K 0.02%
5,500
+1,400
374
$52K 0.02%
2,975
375
$51K 0.02%
2,022
+404
13 14
15
16 17