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
176
$219K 0.09%
7,257
+130
177
$219K 0.09%
5,064
-506
178
$217K 0.09%
3,538
+102
179
$216K 0.09%
3,518
-29
180
$216K 0.09%
2,728
-111
181
$211K 0.09%
2,100
182
$207K 0.09%
4,761
183
$206K 0.09%
786
-1
184
$203K 0.09%
2,536
+7
185
$200K 0.08%
4,866
-73
186
$200K 0.08%
2,744
-110
187
$199K 0.08%
1,946
188
$198K 0.08%
7,720
189
$198K 0.08%
13,610
-2,000
190
$196K 0.08%
2,826
+626
191
$194K 0.08%
4,164
192
$193K 0.08%
2,820
+513
193
$190K 0.08%
4,420
-552
194
$190K 0.08%
1,210
-136
195
$190K 0.08%
4,132
196
$190K 0.08%
3,423
-122
197
$188K 0.08%
3,038
-199
198
$187K 0.08%
11,652
199
$184K 0.08%
3,629
-617
200
$179K 0.08%
2,100
6 7
8
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