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
476
$29K 0.01%
815
477
$29K 0.01%
482
+3
478
$29K 0.01%
1,673
+1,602
479
$29K 0.01%
1,000
480
$29K 0.01%
710
481
$28K 0.01%
3,907
482
$28K 0.01%
312
-35
483
$28K 0.01%
872
-400
484
$28K 0.01%
1,400
485
$28K 0.01%
1,350
+627
486
$28K 0.01%
1,286
487
$28K 0.01%
250
488
$27K 0.01%
594
-252
489
$27K 0.01%
500
-1,770
490
$27K 0.01%
1,000
491
$27K 0.01%
500
492
$27K 0.01%
+1,029
493
$27K 0.01%
2,205
-720
494
$26K 0.01%
1,048
495
$26K 0.01%
2,500
496
$26K 0.01%
1,113
+465
497
$26K 0.01%
4,000
498
$26K 0.01%
1,130
499
$26K 0.01%
1,086
+14
500
$26K 0.01%
1,197
18 19
20
21 22