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
376
$50K 0.02%
602
377
$50K 0.02%
1,734
378
$50K 0.02%
800
379
$50K 0.02%
320
380
$50K 0.02%
988
+227
381
$50K 0.02%
10,900
382
$50K 0.02%
240
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383
$50K 0.02%
1,997
+399
384
$50K 0.02%
2,013
+403
385
$49K 0.02%
+2,575
386
$49K 0.02%
920
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387
$49K 0.02%
638
-100
388
$48K 0.02%
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389
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391
$48K 0.02%
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392
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$47K 0.02%
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396
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527
399
$47K 0.02%
1,115
400
$46K 0.02%
1,069
-697
14 15
16
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