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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
751
$10K ﹤0.01%
227
+103
752
$10K ﹤0.01%
+967
753
$10K ﹤0.01%
118
+70
754
$10K ﹤0.01%
100
-69
755
$10K ﹤0.01%
400
756
$10K ﹤0.01%
294
-54
757
$10K ﹤0.01%
633
-93
758
$10K ﹤0.01%
204
+1
759
$10K ﹤0.01%
302
760
$10K ﹤0.01%
201
-31
761
$10K ﹤0.01%
150
+128
762
$10K ﹤0.01%
375
763
$10K ﹤0.01%
485
764
$10K ﹤0.01%
203
+1
765
$10K ﹤0.01%
325
766
$10K ﹤0.01%
211
767
$10K ﹤0.01%
904
768
$10K ﹤0.01%
100
769
$10K ﹤0.01%
401
+200
770
$10K ﹤0.01%
600
-1,500
771
$10K ﹤0.01%
+50
772
$10K ﹤0.01%
+300
773
$10K ﹤0.01%
390
774
$10K ﹤0.01%
250
775
$9K ﹤0.01%
8
29 30
31
32 33