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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
1226
$1K ﹤0.01%
+22
1227
$1K ﹤0.01%
+76
1228
$1K ﹤0.01%
+20
1229
$1K ﹤0.01%
+100
1230
$1K ﹤0.01%
+33
1231
$1K ﹤0.01%
+52
1232
$1K ﹤0.01%
+30
1233
$1K ﹤0.01%
+18
1234
$1K ﹤0.01%
+54
1235
$1K ﹤0.01%
+47
1236
$1K ﹤0.01%
+10
1237
$1K ﹤0.01%
+320
1238
$1K ﹤0.01%
+17
1239
$1K ﹤0.01%
+93
1240
– –
0
1241
$1K ﹤0.01%
+105
1242
$1K ﹤0.01%
+36
1243
$1K ﹤0.01%
+48
1244
$1K ﹤0.01%
+1
1245
$1K ﹤0.01%
+63
1246
$1K ﹤0.01%
+25
1247
$1K ﹤0.01%
+26
1248
$1K ﹤0.01%
+200
1249
$1K ﹤0.01%
+32
1250
$1K ﹤0.01%
+76
48 49
50
51 52