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
501
$26K 0.01%
700
502
$26K 0.01%
549
503
$26K 0.01%
2,046
504
$25K 0.01%
168
505
$25K 0.01%
2,000
506
$25K 0.01%
1,850
507
$25K 0.01%
2,907
+3
508
$25K 0.01%
3,250
509
$25K 0.01%
1,250
510
$25K 0.01%
286
511
$25K 0.01%
315
512
$25K 0.01%
1,082
513
$25K 0.01%
2,216
514
$25K 0.01%
1,524
515
$24K 0.01%
2,640
516
$24K 0.01%
2,573
517
$24K 0.01%
337
518
$24K 0.01%
1,150
-1,100
519
$24K 0.01%
1,400
520
$24K 0.01%
855
521
$24K 0.01%
390
522
$24K 0.01%
600
523
$24K 0.01%
333
-47
524
$24K 0.01%
545
-719
525
$24K 0.01%
205
19 20
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