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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
901
$6K ﹤0.01%
163
902
$6K ﹤0.01%
+122
903
$6K ﹤0.01%
350
904
$6K ﹤0.01%
181
-107
905
$6K ﹤0.01%
180
906
$6K ﹤0.01%
274
907
$6K ﹤0.01%
188
908
$6K ﹤0.01%
450
909
$6K ﹤0.01%
800
910
$6K ﹤0.01%
86
911
$5K ﹤0.01%
410
912
$5K ﹤0.01%
121
913
$5K ﹤0.01%
80
914
$5K ﹤0.01%
400
915
$5K ﹤0.01%
401
+200
916
$5K ﹤0.01%
111
917
$5K ﹤0.01%
191
918
$5K ﹤0.01%
215
919
$5K ﹤0.01%
+52
920
$5K ﹤0.01%
87
921
$5K ﹤0.01%
133
922
$5K ﹤0.01%
120
-7
923
$5K ﹤0.01%
125
924
$5K ﹤0.01%
234
925
$5K ﹤0.01%
350
35 36
37
38 39