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 Inc
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 8.49%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
27
977
$2K ﹤0.01%
125
978
$2K ﹤0.01%
64
979
$2K ﹤0.01%
42
980
$2K ﹤0.01%
29
981
$2K ﹤0.01%
60
982
$2K ﹤0.01%
94
983
$2K ﹤0.01%
31
-15
984
$2K ﹤0.01%
65
985
$2K ﹤0.01%
60
986
$2K ﹤0.01%
102
987
$2K ﹤0.01%
49
988
$2K ﹤0.01%
188
-355
989
$2K ﹤0.01%
20
990
$2K ﹤0.01%
33
991
$2K ﹤0.01%
108
-525
992
$2K ﹤0.01%
176
993
$2K ﹤0.01%
18
994
$2K ﹤0.01%
20
995
$2K ﹤0.01%
16
996
$2K ﹤0.01%
140
997
$2K ﹤0.01%
220
998
$2K ﹤0.01%
23
999
$2K ﹤0.01%
54
1000
$2K ﹤0.01%
2
38 39
40
41 42