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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
$228M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,482
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$985K
3
+$591K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$350K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$321K

Top Sells

1
+$7.51M
2
+$2.56M
3
+$1.82M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$689K

Sector Composition

1 Consumer Staples 15.02%
2 Energy 9%
3 Healthcare 8.89%
4 Technology 8.64%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$21K 0.01%
2,573
577
$20K 0.01%
290
578
$20K 0.01%
795
-3
579
$20K 0.01%
744
580
$20K 0.01%
800
581
$20K 0.01%
1,500
582
$20K 0.01%
900
583
$20K 0.01%
1,654
584
$20K 0.01%
2,027
585
$20K 0.01%
14
-1
586
$20K 0.01%
1,990
587
$19K 0.01%
255
588
$19K 0.01%
216
+69
589
$19K 0.01%
380
590
$19K 0.01%
505
591
$19K 0.01%
2,274
592
$19K 0.01%
379
593
$19K 0.01%
701
-174
594
$19K 0.01%
2,046
595
$19K 0.01%
361
596
$19K 0.01%
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597
$19K 0.01%
1,300
598
$19K 0.01%
398
599
$19K 0.01%
529
+10
600
$19K 0.01%
500
+200
22 23
24
25 26