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
626
$14K 0.01%
384
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627
$14K 0.01%
141
628
$14K 0.01%
1,500
629
$14K 0.01%
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632
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83
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633
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1,000
-15
634
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635
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636
$14K 0.01%
1,500
+1,000
637
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638
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639
$13K 0.01%
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640
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641
$13K 0.01%
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642
$13K 0.01%
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643
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646
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647
$13K 0.01%
428
648
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401
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649
$13K 0.01%
871
650
$13K 0.01%
2,137
24 25
26
27 28