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
526
$23K 0.01%
765
527
$23K 0.01%
2,700
528
$23K 0.01%
1,200
529
$23K 0.01%
300
-300
530
$23K 0.01%
372
531
$23K 0.01%
1,772
532
$23K 0.01%
490
533
$23K 0.01%
4,009
534
$23K 0.01%
815
535
$22K 0.01%
861
536
$22K 0.01%
1,420
537
$22K 0.01%
1,654
538
$22K 0.01%
2,610
539
$22K 0.01%
442
540
$22K 0.01%
310
541
$21K 0.01%
108
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542
$21K 0.01%
565
543
$21K 0.01%
379
544
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572
545
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500
546
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548
$21K 0.01%
2,020
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549
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550
$21K 0.01%
2,274
20 21
22
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