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
26
$2.03M 0.86%
88,902
-87
27
$1.85M 0.78%
25,706
+197
28
$1.85M 0.78%
12,748
+457
29
$1.84M 0.78%
64,525
30
$1.82M 0.77%
22,136
+315
31
$1.78M 0.75%
29,755
+7,050
32
$1.7M 0.72%
31,376
+25
33
$1.68M 0.71%
16,862
+838
34
$1.67M 0.7%
41,612
-316
35
$1.62M 0.68%
28,394
-277
36
$1.62M 0.68%
57,473
-2,682
37
$1.57M 0.66%
7,655
-1,256
38
$1.57M 0.66%
31,136
-1,110
39
$1.5M 0.63%
50,668
-3,819
40
$1.43M 0.6%
4,206
+21
41
$1.43M 0.6%
34,068
-138
42
$1.42M 0.6%
13,032
+1,627
43
$1.39M 0.58%
12,145
+683
44
$1.36M 0.57%
12,143
-311
45
$1.35M 0.57%
27,791
-225
46
$1.28M 0.54%
9,044
-173
47
$1.26M 0.53%
11,007
-11
48
$1.22M 0.51%
12,301
49
$1.17M 0.49%
11,687
+7
50
$1.14M 0.48%
9,562
-95
1
2
3 4 5