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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
826
$8K ﹤0.01%
200
827
$8K ﹤0.01%
8,611
+5,000
828
$8K ﹤0.01%
200
829
$8K ﹤0.01%
200
830
$8K ﹤0.01%
342
831
$8K ﹤0.01%
625
-4,741
832
$8K ﹤0.01%
148
833
$8K ﹤0.01%
155
834
$8K ﹤0.01%
223
835
$8K ﹤0.01%
85
836
$8K ﹤0.01%
200
837
$7K ﹤0.01%
1,464
838
$7K ﹤0.01%
258
+23
839
$7K ﹤0.01%
138
840
$7K ﹤0.01%
200
841
$7K ﹤0.01%
105
842
$7K ﹤0.01%
260
843
$7K ﹤0.01%
100
844
$7K ﹤0.01%
104
845
$7K ﹤0.01%
271
846
$7K ﹤0.01%
647
+8
847
$7K ﹤0.01%
100
848
$7K ﹤0.01%
263
849
$7K ﹤0.01%
400
850
$7K ﹤0.01%
38
32 33
34
35 36