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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
1201
$1K ﹤0.01%
+31
1202
$1K ﹤0.01%
22
1203
$1K ﹤0.01%
17
1204
$1K ﹤0.01%
350
+100
1205
$1K ﹤0.01%
5
1206
$1K ﹤0.01%
100
1207
$1K ﹤0.01%
33
-62
1208
$1K ﹤0.01%
30
1209
$1K ﹤0.01%
+25
1210
$1K ﹤0.01%
9
1211
$1K ﹤0.01%
30
1212
$1K ﹤0.01%
11
1213
$1K ﹤0.01%
8
1214
$1K ﹤0.01%
9
1215
$1K ﹤0.01%
+27
1216
$1K ﹤0.01%
+27
1217
$1K ﹤0.01%
1
1218
$1K ﹤0.01%
6
-28
1219
$1K ﹤0.01%
+35
1220
$1K ﹤0.01%
28
1221
$1K ﹤0.01%
15
1222
$1K ﹤0.01%
44
1223
$1K ﹤0.01%
39
-4
1224
$1K ﹤0.01%
+28
1225
$1K ﹤0.01%
17
47 48
49
50 51