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
426
$37K 0.02%
463
427
$37K 0.02%
574
-148
428
$36K 0.02%
+5,000
429
$36K 0.02%
1,474
430
$36K 0.02%
3,216
431
$36K 0.02%
3,330
432
$35K 0.01%
1,208
+224
433
$35K 0.01%
5,558
434
$35K 0.01%
2,027
435
$34K 0.01%
208
436
$34K 0.01%
1,039
437
$34K 0.01%
283
438
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403
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439
$34K 0.01%
1,020
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440
$34K 0.01%
543
441
$34K 0.01%
1,324
442
$34K 0.01%
2,309
443
$33K 0.01%
290
444
$33K 0.01%
301
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445
$33K 0.01%
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446
$33K 0.01%
974
447
$33K 0.01%
+928
448
$32K 0.01%
254
-41
449
$32K 0.01%
880
450
$32K 0.01%
406
16 17
18
19 20