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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
$232M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.02M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$962K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$804K

Top Sells

1
+$10.4M
2
+$1.16M
3
+$1.1M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$947K
5
AXP icon
American Express
AXP
+$842K

Sector Composition

1 Consumer Staples 16.19%
2 Healthcare 9.81%
3 Energy 8.75%
4 Technology 8.69%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$8K ﹤0.01%
88
+60
827
$8K ﹤0.01%
69
-18
828
$8K ﹤0.01%
175
829
$8K ﹤0.01%
+75
830
$8K ﹤0.01%
100
831
$8K ﹤0.01%
285
+6
832
$8K ﹤0.01%
300
833
$8K ﹤0.01%
247
834
$8K ﹤0.01%
245
835
$8K ﹤0.01%
320
836
$8K ﹤0.01%
305
-1,007
837
$8K ﹤0.01%
608
838
$8K ﹤0.01%
518
839
$8K ﹤0.01%
500
840
$8K ﹤0.01%
50
841
$8K ﹤0.01%
1,015
842
$8K ﹤0.01%
450
843
$8K ﹤0.01%
250
844
$8K ﹤0.01%
509
+200
845
$8K ﹤0.01%
35
-1,517
846
$7K ﹤0.01%
181
847
$7K ﹤0.01%
90
848
$7K ﹤0.01%
+500
849
$7K ﹤0.01%
131
850
$7K ﹤0.01%
105
32 33
34
35 36