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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
776
$9K ﹤0.01%
+600
777
$9K ﹤0.01%
467
778
$9K ﹤0.01%
500
779
$9K ﹤0.01%
70
780
$9K ﹤0.01%
315
-227
781
$9K ﹤0.01%
265
782
$9K ﹤0.01%
188
783
$9K ﹤0.01%
+87
784
$9K ﹤0.01%
444
785
$9K ﹤0.01%
400
786
$9K ﹤0.01%
496
787
$9K ﹤0.01%
223
+187
788
$9K ﹤0.01%
200
789
$9K ﹤0.01%
245
790
$9K ﹤0.01%
206
791
$9K ﹤0.01%
+400
792
$9K ﹤0.01%
1,000
793
$9K ﹤0.01%
250
794
$9K ﹤0.01%
309
795
$8K ﹤0.01%
170
796
$8K ﹤0.01%
+195
797
$8K ﹤0.01%
290
798
$8K ﹤0.01%
222
799
$8K ﹤0.01%
105
800
$8K ﹤0.01%
794
-29
30 31
32
33 34