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
1001
$2K ﹤0.01%
28
1002
$2K ﹤0.01%
27
1003
$2K ﹤0.01%
2
1004
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1005
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41
1006
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33
1007
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99
-36
1008
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1009
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1010
$2K ﹤0.01%
4
1011
$2K ﹤0.01%
67
1012
$2K ﹤0.01%
168
-1,501
1013
$2K ﹤0.01%
28
-150
1014
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24
1015
$2K ﹤0.01%
29
1016
$2K ﹤0.01%
60
1017
$2K ﹤0.01%
94
1018
$2K ﹤0.01%
31
-15
1019
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65
1020
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60
1021
$2K ﹤0.01%
102
1022
$2K ﹤0.01%
49
1023
$2K ﹤0.01%
188
-355
1024
$2K ﹤0.01%
20
1025
$2K ﹤0.01%
33
39 40
41
42 43