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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
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.4M
3
+$7.84M
4
CVX icon
Chevron
CVX
+$7.46M
5
PG icon
Procter & Gamble
PG
+$6.55M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.93%
2 Consumer Staples 13.48%
3 Healthcare 10.03%
4 Technology 8.87%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$4K ﹤0.01%
+83
977
$4K ﹤0.01%
+97
978
$4K ﹤0.01%
+59
979
$3K ﹤0.01%
+75
980
$3K ﹤0.01%
+45
981
$3K ﹤0.01%
+90
982
$3K ﹤0.01%
+14
983
$3K ﹤0.01%
+114
984
$3K ﹤0.01%
+62
985
$3K ﹤0.01%
+63
986
$3K ﹤0.01%
+20
987
$3K ﹤0.01%
+220
988
$3K ﹤0.01%
+142
989
$3K ﹤0.01%
+249
990
$3K ﹤0.01%
+270
991
$3K ﹤0.01%
+79
992
$3K ﹤0.01%
+61
993
$3K ﹤0.01%
+80
994
$3K ﹤0.01%
+395
995
$3K ﹤0.01%
+100
996
$3K ﹤0.01%
+75
997
$3K ﹤0.01%
+150
998
$3K ﹤0.01%
+200
999
$3K ﹤0.01%
+600
1000
$3K ﹤0.01%
+30
38 39
40
41 42