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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
676
$14K 0.01%
448
677
$14K 0.01%
+918
678
$14K 0.01%
1,620
679
$14K 0.01%
276
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680
$14K 0.01%
103
681
$14K 0.01%
225
682
$14K 0.01%
575
683
$14K 0.01%
2,137
684
$14K 0.01%
450
685
$14K 0.01%
705
686
$14K 0.01%
155
687
$14K 0.01%
630
-500
688
$14K 0.01%
1,196
689
$14K 0.01%
274
690
$13K 0.01%
108
691
$13K 0.01%
182
692
$13K 0.01%
1,050
+100
693
$13K 0.01%
400
694
$13K 0.01%
411
+1
695
$13K 0.01%
300
696
$13K 0.01%
315
697
$13K 0.01%
428
698
$13K 0.01%
820
699
$13K 0.01%
1,430
700
$13K 0.01%
545
26 27
28
29 30