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
451
$32K 0.01%
406
452
$32K 0.01%
1,126
+201
453
$32K 0.01%
851
454
$31K 0.01%
1,342
455
$31K 0.01%
500
456
$31K 0.01%
1,090
-287
457
$31K 0.01%
714
458
$31K 0.01%
798
-697
459
$31K 0.01%
2,515
460
$31K 0.01%
400
461
$31K 0.01%
610
-346
462
$30K 0.01%
1,000
-67
463
$30K 0.01%
730
464
$30K 0.01%
887
+100
465
$30K 0.01%
235
+1
466
$30K 0.01%
575
467
$30K 0.01%
2,353
468
$30K 0.01%
227
469
$30K 0.01%
1,070
+24
470
$30K 0.01%
2,244
471
$29K 0.01%
3,682
+3,282
472
$29K 0.01%
400
473
$29K 0.01%
672
474
$29K 0.01%
340
475
$29K 0.01%
1,750
17 18
19
20 21