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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
801
$8K ﹤0.01%
12,400
802
$8K ﹤0.01%
+200
803
$8K ﹤0.01%
+450
804
$8K ﹤0.01%
175
805
$8K ﹤0.01%
279
806
$8K ﹤0.01%
600
807
$8K ﹤0.01%
300
808
$8K ﹤0.01%
68
+6
809
$8K ﹤0.01%
800
810
$8K ﹤0.01%
247
811
$8K ﹤0.01%
140
812
$8K ﹤0.01%
245
813
$8K ﹤0.01%
92
+2
814
$8K ﹤0.01%
608
-4,123
815
$8K ﹤0.01%
218
816
$8K ﹤0.01%
350
817
$8K ﹤0.01%
518
818
$8K ﹤0.01%
500
819
$8K ﹤0.01%
581
-17
820
$8K ﹤0.01%
+1,015
821
$8K ﹤0.01%
+450
822
$8K ﹤0.01%
2,007
823
$8K ﹤0.01%
131
824
$8K ﹤0.01%
45
825
$8K ﹤0.01%
400
-100
31 32
33
34 35