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
101
$508K 0.21%
3,607
102
$491K 0.21%
7,388
+1,188
103
$491K 0.21%
381
-8
104
$485K 0.2%
5,967
-114
105
$473K 0.2%
17,097
+3,303
106
$472K 0.2%
6,406
-261
107
$468K 0.2%
29,021
108
$464K 0.2%
7,655
+1,892
109
$450K 0.19%
4,080
-861
110
$442K 0.19%
28,875
+1,095
111
$430K 0.18%
5,259
-891
112
$427K 0.18%
3,722
113
$412K 0.17%
50,592
+13,278
114
$411K 0.17%
8,666
115
$404K 0.17%
6,381
+1,455
116
$402K 0.17%
14,440
-350
117
$397K 0.17%
10,159
-1,428
118
$391K 0.16%
12,558
+250
119
$389K 0.16%
26,740
-1,460
120
$387K 0.16%
9,545
-427
121
$384K 0.16%
+3,221
122
$383K 0.16%
6,281
-614
123
$375K 0.16%
14,755
+670
124
$375K 0.16%
4,652
+1,201
125
$355K 0.15%
2,680
+69
3 4
5
6 7