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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
1126
$2K ﹤0.01%
58
-38
1127
$2K ﹤0.01%
55
1128
$2K ﹤0.01%
150
1129
$2K ﹤0.01%
150
1130
$2K ﹤0.01%
100
1131
$2K ﹤0.01%
500
1132
$2K ﹤0.01%
55
1133
$2K ﹤0.01%
90
1134
$2K ﹤0.01%
138
1135
$2K ﹤0.01%
+100
1136
$2K ﹤0.01%
75
1137
$2K ﹤0.01%
522
1138
$2K ﹤0.01%
+19
1139
$2K ﹤0.01%
73
+45
1140
$2K ﹤0.01%
100
1141
$2K ﹤0.01%
112
1142
$2K ﹤0.01%
125
1143
$2K ﹤0.01%
100
1144
$2K ﹤0.01%
150
1145
$2K ﹤0.01%
36
1146
$2K ﹤0.01%
+25
1147
$2K ﹤0.01%
+32
1148
$2K ﹤0.01%
+2
1149
$2K ﹤0.01%
41
-109
1150
$2K ﹤0.01%
41
44 45
46
47 48