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
951
$3K ﹤0.01%
51
952
$3K ﹤0.01%
632
953
$3K ﹤0.01%
100
954
$3K ﹤0.01%
5,999
955
$3K ﹤0.01%
290
+90
956
$3K ﹤0.01%
112
957
$2K ﹤0.01%
600
958
$2K ﹤0.01%
47
-412
959
$2K ﹤0.01%
1,000
960
$2K ﹤0.01%
32
961
$2K ﹤0.01%
32
962
$2K ﹤0.01%
93
963
$2K ﹤0.01%
33
-115
964
$2K ﹤0.01%
71
965
$2K ﹤0.01%
27
966
$2K ﹤0.01%
125
967
$2K ﹤0.01%
64
968
$2K ﹤0.01%
42
969
$2K ﹤0.01%
108
-525
970
$2K ﹤0.01%
176
971
$2K ﹤0.01%
18
972
$2K ﹤0.01%
20
973
$2K ﹤0.01%
16
974
$2K ﹤0.01%
140
975
$2K ﹤0.01%
220
37 38
39
40 41