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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
$259M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.32M
3
+$1.22M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$658K
5
VZ icon
Verizon
VZ
+$559K

Top Sells

1
+$1.22M
2
+$1.05M
3
+$963K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$468K
5
OEF icon
iShares S&P 100 ETF
OEF
+$387K

Sector Composition

1 Consumer Staples 16.05%
2 Energy 8.87%
3 Healthcare 8.83%
4 Technology 7.27%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
50
1227
$0 ﹤0.01%
11
1228
– –
-3,635
1229
– –
-1,500
1230
– –
-61
1231
– –
-6,346
1232
– –
-100
1233
$0 ﹤0.01%
1,000
1234
– –
-1,300
1235
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-13
1236
– –
-2,640
1237
$0 ﹤0.01%
25
1238
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-638
1239
– –
-120
1240
– –
-12,301
1241
– –
-5,999
1242
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1243
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0
1244
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-2,309
1245
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-6
1246
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-62
1247
$0 ﹤0.01%
33
1248
– –
-92
1249
$0 ﹤0.01%
65
1250
$0 ﹤0.01%
+33
48 49
50
51 52