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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
1 Year Est. Return
+12.85%
AUM
$279M
AUM Growth
+$20.4M
(+7.9%)
Holding
1,545
Top Buys
| 1 | +$2.68M | |
| 2 | +$2.51M | |
| 3 | +$2.42M | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$2.12M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.09M |
Top Sells
| 1 | +$2.66M | |
| 2 | +$799K | |
| 3 | +$473K | |
| 4 |
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% |