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
1026
$2K ﹤0.01%
22
1027
$2K ﹤0.01%
37
1028
$2K ﹤0.01%
320
1029
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27
1030
$2K ﹤0.01%
128
1031
$2K ﹤0.01%
110
1032
$2K ﹤0.01%
13
+4
1033
$2K ﹤0.01%
100
1034
$2K ﹤0.01%
38
1035
$2K ﹤0.01%
50
1036
$2K ﹤0.01%
205
-48
1037
$2K ﹤0.01%
32
1038
$2K ﹤0.01%
50
1039
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15
1040
$2K ﹤0.01%
55
1041
$2K ﹤0.01%
150
1042
$2K ﹤0.01%
200
1043
$2K ﹤0.01%
90
1044
$2K ﹤0.01%
40
1045
$2K ﹤0.01%
138
1046
$2K ﹤0.01%
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1047
$2K ﹤0.01%
101
1048
$2K ﹤0.01%
138
-12
1049
$2K ﹤0.01%
19
1050
$1K ﹤0.01%
17
40 41
42
43 44