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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
1301
$1K ﹤0.01%
67
-12
1302
$1K ﹤0.01%
22
1303
$1K ﹤0.01%
+1
1304
$1K ﹤0.01%
58
1305
$1K ﹤0.01%
21
1306
$1K ﹤0.01%
22
1307
$1K ﹤0.01%
+75
1308
– –
-794
1309
– –
-6
1310
– –
-700
1311
– –
-7,000
1312
– –
-295
1313
$0 ﹤0.01%
5
-27
1314
– –
-23
1315
– –
-93
1316
– –
-66
1317
$0 ﹤0.01%
6
1318
– –
-26
1319
– –
-109
1320
$0 ﹤0.01%
5
1321
– –
-3
1322
$0 ﹤0.01%
11
-47
1323
– –
-29
1324
$0 ﹤0.01%
+10
1325
$0 ﹤0.01%
9
51 52
53
54 55