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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
1326
$0 ﹤0.01%
+29
1327
$0 ﹤0.01%
+50
1328
$0 ﹤0.01%
+4
1329
$0 ﹤0.01%
+12
1330
$0 ﹤0.01%
+21
1331
$0 ﹤0.01%
+22
1332
$0 ﹤0.01%
+12
1333
$0 ﹤0.01%
+14
1334
$0 ﹤0.01%
+10
1335
$0 ﹤0.01%
+12
1336
$0 ﹤0.01%
+37
1337
$0 ﹤0.01%
+200
1338
$0 ﹤0.01%
+160
1339
– –
0
1340
$0 ﹤0.01%
+100
1341
$0 ﹤0.01%
+100
1342
$0 ﹤0.01%
+33
1343
$0 ﹤0.01%
+105
1344
$0 ﹤0.01%
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1345
$0 ﹤0.01%
+33
1346
$0 ﹤0.01%
+13
1347
$0 ﹤0.01%
+19
1348
$0 ﹤0.01%
+13
1349
$0 ﹤0.01%
+6
1350
$0 ﹤0.01%
+66
52 53
54
55 56