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
576
$18K 0.01%
380
577
$18K 0.01%
+872
578
$18K 0.01%
267
579
$18K 0.01%
1,000
580
$18K 0.01%
20
+7
581
$18K 0.01%
1,000
+400
582
$17K 0.01%
110
-65
583
$17K 0.01%
484
584
$17K 0.01%
+2,120
585
$17K 0.01%
517
586
$17K 0.01%
174
587
$17K 0.01%
567
588
$17K 0.01%
1,552
-73
589
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254
590
$17K 0.01%
1,990
591
$16K 0.01%
398
592
$16K 0.01%
340
593
$16K 0.01%
129
594
$16K 0.01%
154
595
$16K 0.01%
364
596
$16K 0.01%
155
597
$16K 0.01%
100
598
$16K 0.01%
1,147
599
$16K 0.01%
308
600
$16K 0.01%
2,187
+51
22 23
24
25 26