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
401
$46K 0.02%
1,138
-130
402
$46K 0.02%
1,182
-112
403
$46K 0.02%
1,069
-697
404
$46K 0.02%
4,250
405
$45K 0.02%
1,419
-106
406
$45K 0.02%
600
407
$45K 0.02%
300
408
$44K 0.02%
345
409
$43K 0.02%
2,950
410
$43K 0.02%
797
-139
411
$42K 0.02%
1,745
+351
412
$42K 0.02%
748
413
$42K 0.02%
213
-22
414
$42K 0.02%
5,300
415
$41K 0.02%
628
+2
416
$40K 0.02%
1,028
+116
417
$40K 0.02%
1,358
418
$40K 0.02%
1,592
419
$39K 0.02%
2,100
420
$39K 0.02%
3,829
421
$38K 0.02%
728
-65
422
$38K 0.02%
835
423
$38K 0.02%
2,605
424
$38K 0.02%
1,119
+956
425
$38K 0.02%
2,500
15 16
17
18 19