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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
1001
$4K ﹤0.01%
148
1002
$4K ﹤0.01%
206
1003
$4K ﹤0.01%
28
1004
$4K ﹤0.01%
88
1005
$4K ﹤0.01%
120
-108
1006
$4K ﹤0.01%
600
1007
$4K ﹤0.01%
152
1008
$4K ﹤0.01%
49
-10
1009
$4K ﹤0.01%
98
1010
$3K ﹤0.01%
54
1011
$3K ﹤0.01%
+46
1012
$3K ﹤0.01%
118
1013
$3K ﹤0.01%
217
1014
$3K ﹤0.01%
+49
1015
$3K ﹤0.01%
260
1016
$3K ﹤0.01%
100
1017
$3K ﹤0.01%
+80
1018
$3K ﹤0.01%
27
1019
$3K ﹤0.01%
63
1020
$3K ﹤0.01%
16
1021
$3K ﹤0.01%
140
1022
$3K ﹤0.01%
220
1023
$3K ﹤0.01%
55
+33
1024
$3K ﹤0.01%
76
+38
1025
$3K ﹤0.01%
200
39 40
41
42 43