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
201
$177K 0.07%
927
+355
202
$176K 0.07%
4,734
+676
203
$176K 0.07%
8,388
204
$176K 0.07%
2,350
+1,000
205
$176K 0.07%
2,594
-128
206
$174K 0.07%
3,502
-73
207
$172K 0.07%
4,827
+81
208
$172K 0.07%
1,473
-55
209
$171K 0.07%
9,746
210
$170K 0.07%
5,680
211
$169K 0.07%
2,045
212
$166K 0.07%
2,870
213
$166K 0.07%
2,813
214
$165K 0.07%
5,572
-652
215
$165K 0.07%
4,332
+1,560
216
$164K 0.07%
16,050
+2,300
217
$164K 0.07%
1,475
-46
218
$163K 0.07%
2,563
219
$163K 0.07%
1,624
-540
220
$159K 0.07%
1,600
+816
221
$159K 0.07%
8,033
-1,016
222
$159K 0.07%
6,075
223
$158K 0.07%
2,231
+115
224
$158K 0.07%
3,635
-940
225
$157K 0.07%
3,760
+248
7 8
9
10 11