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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
626
$17K 0.01%
2,000
627
$17K 0.01%
1,320
628
$17K 0.01%
2,000
-3,900
629
$17K 0.01%
1,452
+252
630
$17K 0.01%
267
631
$17K 0.01%
546
632
$17K 0.01%
1,000
633
$17K 0.01%
145
634
$17K 0.01%
120
635
$16K 0.01%
398
636
$16K 0.01%
567
637
$16K 0.01%
294
638
$16K 0.01%
238
639
$16K 0.01%
350
640
$16K 0.01%
482
641
$16K 0.01%
600
642
$16K 0.01%
215
643
$16K 0.01%
154
+50
644
$16K 0.01%
260
645
$16K 0.01%
750
646
$16K 0.01%
2,616
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647
$15K 0.01%
738
648
$15K 0.01%
+2,000
649
$15K 0.01%
1,050
650
$15K 0.01%
704
-100
24 25
26
27 28