We are live on ! Find out more
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
1026
$3K ﹤0.01%
+17
1027
$3K ﹤0.01%
61
+37
1028
$3K ﹤0.01%
90
1029
$3K ﹤0.01%
67
1030
$3K ﹤0.01%
79
1031
$3K ﹤0.01%
67
-223
1032
$3K ﹤0.01%
600
1033
$3K ﹤0.01%
70
+41
1034
$3K ﹤0.01%
1,000
1035
$3K ﹤0.01%
201
+200
1036
$3K ﹤0.01%
3,500
1037
$3K ﹤0.01%
39
1038
$3K ﹤0.01%
+41
1039
$3K ﹤0.01%
93
1040
$3K ﹤0.01%
125
1041
$3K ﹤0.01%
68
1042
$3K ﹤0.01%
100
1043
$3K ﹤0.01%
57
1044
$3K ﹤0.01%
63
1045
$3K ﹤0.01%
750
1046
$3K ﹤0.01%
73
-147
1047
$3K ﹤0.01%
100
1048
$3K ﹤0.01%
33
-45
1049
$3K ﹤0.01%
14
1050
$3K ﹤0.01%
249
40 41
42
43 44