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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
1001
$3K ﹤0.01%
+200
1002
$3K ﹤0.01%
+26
1003
$3K ﹤0.01%
+20
1004
$3K ﹤0.01%
+362
1005
$3K ﹤0.01%
+93
1006
$3K ﹤0.01%
+125
1007
$3K ﹤0.01%
+60
1008
$3K ﹤0.01%
+52
1009
$3K ﹤0.01%
+300
1010
$3K ﹤0.01%
+98
1011
$3K ﹤0.01%
+77
1012
$3K ﹤0.01%
+63
1013
$3K ﹤0.01%
+39
1014
$3K ﹤0.01%
+93
1015
$3K ﹤0.01%
+48
1016
$3K ﹤0.01%
+36
1017
$3K ﹤0.01%
+100
1018
$3K ﹤0.01%
+57
1019
$3K ﹤0.01%
+63
1020
$3K ﹤0.01%
+66
1021
$3K ﹤0.01%
+136
1022
$3K ﹤0.01%
+37
1023
$3K ﹤0.01%
+100
1024
$3K ﹤0.01%
+28
1025
$3K ﹤0.01%
+54
39 40
41
42 43