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
426
$38K 0.02%
1,500
427
$37K 0.02%
463
428
$37K 0.02%
574
-148
429
$36K 0.02%
+5,000
430
$36K 0.02%
1,474
431
$36K 0.02%
3,216
432
$36K 0.02%
3,330
433
$35K 0.01%
1,208
+224
434
$35K 0.01%
5,558
435
$35K 0.01%
2,027
436
$34K 0.01%
208
437
$34K 0.01%
1,039
438
$34K 0.01%
283
439
$34K 0.01%
403
-47
440
$34K 0.01%
1,020
-43
441
$34K 0.01%
543
442
$34K 0.01%
1,324
443
$34K 0.01%
2,309
444
$33K 0.01%
301
-65
445
$33K 0.01%
1,697
446
$33K 0.01%
974
447
$33K 0.01%
+928
448
$33K 0.01%
290
449
$32K 0.01%
254
-41
450
$32K 0.01%
880
16 17
18
19 20