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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
$279M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.51M
3
+$2.42M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.12M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.09M

Top Sells

1
+$2.66M
2
+$799K
3
+$473K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$446K
5
JPM.PRE.CL
JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non
JPM.PRE.CL
+$397K

Sector Composition

1 Consumer Staples 14.36%
2 Healthcare 8.11%
3 Energy 7.82%
4 Technology 6.64%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
25
1052
$2K ﹤0.01%
28
1053
$2K ﹤0.01%
27
1054
$2K ﹤0.01%
38
-38
1055
$2K ﹤0.01%
41
1056
$2K ﹤0.01%
33
1057
$2K ﹤0.01%
299
+6
1058
$2K ﹤0.01%
24
1059
$2K ﹤0.01%
28
1060
$2K ﹤0.01%
120
-37
1061
$2K ﹤0.01%
24
-100
1062
$2K ﹤0.01%
86
1063
$2K ﹤0.01%
32
1064
$2K ﹤0.01%
33
1065
$2K ﹤0.01%
71
1066
$2K ﹤0.01%
27
1067
$2K ﹤0.01%
285
1068
$2K ﹤0.01%
64
-100
1069
$2K ﹤0.01%
42
1070
$2K ﹤0.01%
60
1071
$2K ﹤0.01%
+100
1072
$2K ﹤0.01%
94
1073
$2K ﹤0.01%
31
1074
$2K ﹤0.01%
15
1075
$2K ﹤0.01%
60
41 42
43
44 45