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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
1376
$0 ﹤0.01%
18
+16
1377
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0
1378
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12
1379
$0 ﹤0.01%
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1380
$0 ﹤0.01%
+150
1381
$0 ﹤0.01%
5
1382
$0 ﹤0.01%
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1383
$0 ﹤0.01%
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1384
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-200
1385
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-2,216
1386
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1387
$0 ﹤0.01%
75
1388
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1389
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1390
$0 ﹤0.01%
3
1391
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$0 ﹤0.01%
11
1394
– –
-7,720
1395
$0 ﹤0.01%
3
1396
$0 ﹤0.01%
+5
1397
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-25
1398
– –
-508
1399
$0 ﹤0.01%
17
1400
– –
-1,000
53 54 55
56
57