We are live on ! Find out more
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
1301
$0 ﹤0.01%
+4
1302
$0 ﹤0.01%
4
1303
$0 ﹤0.01%
1
1304
$0 ﹤0.01%
1
-3
1305
$0 ﹤0.01%
20
-4
1306
$0 ﹤0.01%
42
1307
– –
-1,000
1308
– –
-601
1309
– –
-32
1310
$0 ﹤0.01%
10
1311
– –
-690
1312
– –
-13
1313
– –
-250
1314
– –
-312
1315
$0 ﹤0.01%
10
1316
– –
-169
1317
– –
-505
1318
– –
-750
1319
– –
-100
1320
$0 ﹤0.01%
4
-21
1321
$0 ﹤0.01%
11
-54
1322
$0 ﹤0.01%
3
1323
– –
0
1324
– –
-420
1325
$0 ﹤0.01%
166
51 52
53
54 55