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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
1151
$1K ﹤0.01%
+13
1152
$1K ﹤0.01%
+112
1153
$1K ﹤0.01%
+151
1154
$1K ﹤0.01%
+32
1155
$1K ﹤0.01%
+20
1156
$1K ﹤0.01%
+823
1157
$1K ﹤0.01%
+25
1158
$1K ﹤0.01%
+21
1159
$1K ﹤0.01%
+36
1160
$1K ﹤0.01%
+17
1161
$1K ﹤0.01%
+7,000
1162
$1K ﹤0.01%
+32
1163
$1K ﹤0.01%
+23
1164
$1K ﹤0.01%
+368
1165
$1K ﹤0.01%
+26
1166
$1K ﹤0.01%
+125
1167
$1K ﹤0.01%
+100
1168
$1K ﹤0.01%
+150
1169
$1K ﹤0.01%
+27
1170
$1K ﹤0.01%
+36
1171
$1K ﹤0.01%
+72
1172
$1K ﹤0.01%
+6
1173
$1K ﹤0.01%
+63
1174
$1K ﹤0.01%
+135
1175
$1K ﹤0.01%
+36