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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
1276
$1K ﹤0.01%
40
-27
1277
$1K ﹤0.01%
20
1278
$1K ﹤0.01%
40
1279
$1K ﹤0.01%
+20
1280
$1K ﹤0.01%
93
1281
$1K ﹤0.01%
8
1282
$1K ﹤0.01%
+37
1283
$1K ﹤0.01%
29
1284
$1K ﹤0.01%
17
1285
$1K ﹤0.01%
50
1286
$1K ﹤0.01%
1
-3
1287
$1K ﹤0.01%
41
1288
$1K ﹤0.01%
+32
1289
$1K ﹤0.01%
22
-29
1290
$1K ﹤0.01%
60
1291
$1K ﹤0.01%
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1292
$1K ﹤0.01%
15
1293
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25
1294
$1K ﹤0.01%
12
+7
1295
$1K ﹤0.01%
+50
1296
$1K ﹤0.01%
200
1297
$1K ﹤0.01%
28
-48
1298
$1K ﹤0.01%
15
1299
$1K ﹤0.01%
33
-3
1300
$1K ﹤0.01%
5
-2
50 51
52
53 54