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
1126
$1K ﹤0.01%
28
1127
$1K ﹤0.01%
15
1128
$1K ﹤0.01%
+7
1129
$1K ﹤0.01%
44
1130
$1K ﹤0.01%
39
1131
$1K ﹤0.01%
37
1132
$1K ﹤0.01%
29
1133
$1K ﹤0.01%
40
-83
1134
$1K ﹤0.01%
50
1135
$1K ﹤0.01%
53
1136
$1K ﹤0.01%
40
-240
1137
$1K ﹤0.01%
+50
1138
$1K ﹤0.01%
1
1139
$1K ﹤0.01%
32
1140
$1K ﹤0.01%
10
1141
$1K ﹤0.01%
25
1142
$1K ﹤0.01%
200
1143
$1K ﹤0.01%
40
1144
$1K ﹤0.01%
57
1145
$1K ﹤0.01%
33
1146
$1K ﹤0.01%
28
1147
$1K ﹤0.01%
22
1148
$1K ﹤0.01%
28
1149
$1K ﹤0.01%
100
1150
$1K ﹤0.01%
166
44 45
46
47 48