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
676
$11K ﹤0.01%
100
677
$11K ﹤0.01%
100
678
$11K ﹤0.01%
229
-45
679
$11K ﹤0.01%
738
680
$11K ﹤0.01%
55
681
$11K ﹤0.01%
106
682
$11K ﹤0.01%
206
+1
683
$11K ﹤0.01%
930
+430
684
$11K ﹤0.01%
300
685
$11K ﹤0.01%
208
686
$11K ﹤0.01%
204
687
$11K ﹤0.01%
2,556
688
$11K ﹤0.01%
+250
689
$10K ﹤0.01%
200
690
$10K ﹤0.01%
200
691
$10K ﹤0.01%
1,419
-1,365
692
$10K ﹤0.01%
579
-1,825
693
$10K ﹤0.01%
967
694
$10K ﹤0.01%
600
695
$10K ﹤0.01%
250
696
$10K ﹤0.01%
405
697
$10K ﹤0.01%
+244
698
$10K ﹤0.01%
174
699
$10K ﹤0.01%
171
700
$10K ﹤0.01%
246
26 27
28
29 30