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IWMPD

Integrated Wealth Management (Palm Desert) 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
726
$9K ﹤0.01%
93
+1
727
$9K ﹤0.01%
904
728
$9K ﹤0.01%
400
729
$9K ﹤0.01%
274
730
$9K ﹤0.01%
71
731
$9K ﹤0.01%
518
+18
732
$9K ﹤0.01%
100
733
$9K ﹤0.01%
458
+2
734
$9K ﹤0.01%
45
735
$8K ﹤0.01%
+120
736
$8K ﹤0.01%
300
737
$8K ﹤0.01%
500
738
$8K ﹤0.01%
1,000
739
$8K ﹤0.01%
138
740
$8K ﹤0.01%
38
741
$8K ﹤0.01%
48
-12
742
$8K ﹤0.01%
342
743
$8K ﹤0.01%
200
744
$8K ﹤0.01%
98
745
$8K ﹤0.01%
290
746
$8K ﹤0.01%
105
747
$8K ﹤0.01%
117
748
$8K ﹤0.01%
121
-107
749
$8K ﹤0.01%
104
750
$8K ﹤0.01%
654
+4