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
501
$26K 0.01%
549
502
$26K 0.01%
2,046
503
$25K 0.01%
2,216
504
$25K 0.01%
3,250
505
$25K 0.01%
1,250
506
$25K 0.01%
286
507
$25K 0.01%
315
508
$25K 0.01%
1,082
509
$25K 0.01%
1,524
510
$25K 0.01%
1,850
511
$25K 0.01%
2,907
+3
512
$25K 0.01%
168
513
$25K 0.01%
2,000
514
$24K 0.01%
1,400
515
$24K 0.01%
855
516
$24K 0.01%
390
517
$24K 0.01%
337
518
$24K 0.01%
1,150
-1,100
519
$24K 0.01%
600
520
$24K 0.01%
333
-47
521
$24K 0.01%
545
-719
522
$24K 0.01%
205
523
$24K 0.01%
2,640
524
$24K 0.01%
2,573
525
$23K 0.01%
765
19 20
21
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