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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
1301
$0 ﹤0.01%
+19
1302
$0 ﹤0.01%
+25
1303
$0 ﹤0.01%
+2
1304
$0 ﹤0.01%
+26
1305
$0 ﹤0.01%
+10
1306
– –
0
1307
$0 ﹤0.01%
+50
1308
$0 ﹤0.01%
+5
1309
$0 ﹤0.01%
+4
1310
$0 ﹤0.01%
+5
1311
$0 ﹤0.01%
+17
1312
$0 ﹤0.01%
+10
1313
$0 ﹤0.01%
+19
1314
$0 ﹤0.01%
+12
1315
$0 ﹤0.01%
+14
1316
$0 ﹤0.01%
+10
1317
$0 ﹤0.01%
+5
1318
$0 ﹤0.01%
+43
1319
– –
0
1320
$0 ﹤0.01%
+5
1321
$0 ﹤0.01%
+42
1322
$0 ﹤0.01%
+11
1323
$0 ﹤0.01%
+12
1324
$0 ﹤0.01%
+29
1325
$0 ﹤0.01%
+8
51 52
53
54 55