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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
1176
$1K ﹤0.01%
160
1177
$1K ﹤0.01%
151
1178
$1K ﹤0.01%
100
1179
$1K ﹤0.01%
823
1180
$1K ﹤0.01%
+20
1181
$1K ﹤0.01%
13
1182
$1K ﹤0.01%
80
1183
$1K ﹤0.01%
37
-37
1184
$1K ﹤0.01%
24
-53
1185
$1K ﹤0.01%
42
1186
$1K ﹤0.01%
+166
1187
$1K ﹤0.01%
+60
1188
$1K ﹤0.01%
11
-26
1189
$1K ﹤0.01%
20
1190
$1K ﹤0.01%
26
1191
$1K ﹤0.01%
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1192
$1K ﹤0.01%
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1193
$1K ﹤0.01%
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1194
$1K ﹤0.01%
+18
1195
$1K ﹤0.01%
38
+19
1196
$1K ﹤0.01%
11
-33
1197
$1K ﹤0.01%
12
1198
$1K ﹤0.01%
272
1199
$1K ﹤0.01%
14
1200
$1K ﹤0.01%
+40
46 47
48
49 50