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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
1176
$1K ﹤0.01%
+138
1177
$1K ﹤0.01%
+15
1178
$1K ﹤0.01%
+43
1179
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+16
1180
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+12
1181
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+128
1182
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+9
1183
$1K ﹤0.01%
+28
1184
$1K ﹤0.01%
+30
1185
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+23
1186
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+55
1187
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+45
1188
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+21
1189
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+23
1190
$1K ﹤0.01%
+150
1191
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+36
1192
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+12
1193
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1194
$1K ﹤0.01%
+24
1195
$1K ﹤0.01%
+80
1196
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+51
1197
$1K ﹤0.01%
+22
1198
$1K ﹤0.01%
+42
1199
$1K ﹤0.01%
+38
1200
$1K ﹤0.01%
+41