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
126
$348K 0.15%
3,173
-134
127
$343K 0.14%
21,575
+7,195
128
$338K 0.14%
5,361
+1,341
129
$333K 0.14%
3,828
+891
130
$324K 0.14%
3,523
-184
131
$320K 0.13%
7,834
+141
132
$319K 0.13%
1,157
+380
133
$319K 0.13%
10,422
+2,587
134
$318K 0.13%
3,629
-333
135
$316K 0.13%
5,795
-446
136
$314K 0.13%
4,191
+1,198
137
$310K 0.13%
6,632
138
$309K 0.13%
4,926
-150
139
$304K 0.13%
10,240
+480
140
$290K 0.12%
2,511
-25
141
$290K 0.12%
2,465
142
$284K 0.12%
21,029
-1,937
143
$282K 0.12%
3,757
+406
144
$276K 0.12%
4,329
145
$275K 0.12%
16,281
146
$274K 0.12%
6,243
147
$274K 0.12%
5,294
+2,103
148
$268K 0.11%
3,351
+2,525
149
$268K 0.11%
4,390
150
$266K 0.11%
16,546
+473
4 5
6
7 8