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
851
$5K ﹤0.01%
500
852
$5K ﹤0.01%
32
853
$5K ﹤0.01%
179
854
$5K ﹤0.01%
412
855
$5K ﹤0.01%
696
856
$5K ﹤0.01%
351
857
$5K ﹤0.01%
48
-208
858
$5K ﹤0.01%
314
859
$5K ﹤0.01%
120
860
$5K ﹤0.01%
152
-139
861
$4K ﹤0.01%
520
862
$4K ﹤0.01%
76
863
$4K ﹤0.01%
+228
864
$4K ﹤0.01%
115
865
$4K ﹤0.01%
200
866
$4K ﹤0.01%
180
867
$4K ﹤0.01%
56
+50
868
$4K ﹤0.01%
58
-89
869
$4K ﹤0.01%
200
870
$4K ﹤0.01%
164
871
$4K ﹤0.01%
191
872
$4K ﹤0.01%
130
873
$4K ﹤0.01%
192
874
$4K ﹤0.01%
202
+1
875
$4K ﹤0.01%
380
33 34
35
36 37