IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Fund
S&P 500
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
+$1.24M
2
+$411K
3
+$370K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$261K
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$242K

Top Sells

1
+$423K
2
+$339K
3
+$257K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$245K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$209K

Sector Composition

1 Consumer Staples 16.76%
2 Healthcare 9.09%
3 Energy 8.8%
4 Technology 8.49%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$63K 0.03%
1,938
-363
352
$62K 0.03%
1,818
-1,975
353
$62K 0.03%
1,550
354
$61K 0.03%
1,170
355
$59K 0.02%
3,531
-869
356
$57K 0.02%
1,500
-677
357
$57K 0.02%
365
-31
358
$57K 0.02%
2,000
359
$57K 0.02%
+7,153
360
$56K 0.02%
3,806
361
$55K 0.02%
2,402
-129
362
$55K 0.02%
745
-63
363
$55K 0.02%
1,125
364
$54K 0.02%
1,426
365
$54K 0.02%
905
366
$54K 0.02%
1,475
-300
367
$53K 0.02%
1,668
368
$53K 0.02%
1,000
369
$53K 0.02%
8,124
370
$53K 0.02%
2,412
-126
371
$52K 0.02%
3,200
+1,500
372
$52K 0.02%
5,500
+1,400
373
$52K 0.02%
2,975
374
$51K 0.02%
2,022
+404
375
$50K 0.02%
2,208
13 14
15
16 17