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
551
$20K 0.01%
398
552
$20K 0.01%
428
-154
553
$20K 0.01%
285
+103
554
$20K 0.01%
319
555
$20K 0.01%
172
556
$20K 0.01%
1,753
557
$20K 0.01%
1,141
558
$20K 0.01%
3,185
559
$20K 0.01%
300
-300
560
$20K 0.01%
800
561
$19K 0.01%
2,409
562
$19K 0.01%
367
563
$19K 0.01%
600
564
$19K 0.01%
1,244
565
$19K 0.01%
1,300
566
$19K 0.01%
140
-25
567
$19K 0.01%
255
568
$19K 0.01%
528
569
$19K 0.01%
821
570
$19K 0.01%
876
571
$19K 0.01%
1,170
572
$19K 0.01%
3,602
573
$19K 0.01%
2,000
574
$18K 0.01%
806
575
$18K 0.01%
482
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