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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
751
$8K ﹤0.01%
1,000
-1,000
752
$8K ﹤0.01%
225
753
$8K ﹤0.01%
420
+400
754
$8K ﹤0.01%
600
755
$8K ﹤0.01%
263
756
$8K ﹤0.01%
+70
757
$8K ﹤0.01%
15
758
$8K ﹤0.01%
518
759
$8K ﹤0.01%
400
760
$8K ﹤0.01%
222
-515
761
$8K ﹤0.01%
473
-2,375
762
$8K ﹤0.01%
357
763
$8K ﹤0.01%
100
764
$8K ﹤0.01%
285
765
$8K ﹤0.01%
68
766
$8K ﹤0.01%
245
767
$8K ﹤0.01%
320
768
$8K ﹤0.01%
1,009
-525
769
$8K ﹤0.01%
608
770
$7K ﹤0.01%
1,000
771
$7K ﹤0.01%
1,100
772
$7K ﹤0.01%
258
773
$7K ﹤0.01%
200
774
$7K ﹤0.01%
625
775
$7K ﹤0.01%
601
+200
29 30
31
32 33