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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
$258M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,594
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.13M
3
+$4.2M
4
TGT icon
Target
TGT
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

Top Sells

1
+$529K
2
+$353K
3
+$287K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$267K
5
UTG icon
Reaves Utility Income Fund
UTG
+$210K

Sector Composition

1 Energy 13.86%
2 Consumer Staples 13.11%
3 Healthcare 9.4%
4 Technology 8.5%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
174
+138
902
$6K ﹤0.01%
275
-65
903
$6K ﹤0.01%
156
-34
904
$6K ﹤0.01%
180
905
$6K ﹤0.01%
+1,100
906
$6K ﹤0.01%
200
907
$6K ﹤0.01%
95
+39
908
$6K ﹤0.01%
163
909
$6K ﹤0.01%
120
+40
910
$6K ﹤0.01%
253
911
$6K ﹤0.01%
150
912
$6K ﹤0.01%
55
913
$6K ﹤0.01%
201
+1
914
$6K ﹤0.01%
180
915
$6K ﹤0.01%
80
916
$6K ﹤0.01%
100
917
$6K ﹤0.01%
25
918
$6K ﹤0.01%
274
919
$6K ﹤0.01%
188
-1,045
920
$6K ﹤0.01%
100
921
$6K ﹤0.01%
450
922
$6K ﹤0.01%
133
-27
923
$6K ﹤0.01%
+400
924
$6K ﹤0.01%
111
-169
925
$6K ﹤0.01%
180
35 36
37
38 39