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
376
$50K 0.02%
2,208
377
$50K 0.02%
602
378
$50K 0.02%
1,734
379
$50K 0.02%
800
380
$50K 0.02%
320
381
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988
+227
382
$50K 0.02%
10,900
383
$50K 0.02%
240
-125
384
$50K 0.02%
1,997
+399
385
$50K 0.02%
2,013
+403
386
$49K 0.02%
+2,575
387
$49K 0.02%
920
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388
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638
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389
$48K 0.02%
700
390
$48K 0.02%
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391
$48K 0.02%
756
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$48K 0.02%
5,470
393
$48K 0.02%
936
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$48K 0.02%
578
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$47K 0.02%
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396
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511
397
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426
-10
398
$47K 0.02%
700
399
$47K 0.02%
527
400
$47K 0.02%
1,115
14 15
16
17 18