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
826
$6K ﹤0.01%
87
827
$6K ﹤0.01%
800
-20
828
$6K ﹤0.01%
3
829
$5K ﹤0.01%
+130
830
$5K ﹤0.01%
336
831
$5K ﹤0.01%
64
-36
832
$5K ﹤0.01%
215
833
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52
834
$5K ﹤0.01%
400
835
$5K ﹤0.01%
565
836
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135
837
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105
-201
838
$5K ﹤0.01%
4
839
$5K ﹤0.01%
1,500
-4
840
$5K ﹤0.01%
133
841
$5K ﹤0.01%
+169
842
$5K ﹤0.01%
350
843
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400
844
$5K ﹤0.01%
+120
845
$5K ﹤0.01%
360
846
$5K ﹤0.01%
148
847
$5K ﹤0.01%
206
-14
848
$5K ﹤0.01%
162
849
$5K ﹤0.01%
+136
850
$5K ﹤0.01%
260
32 33
34
35 36