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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
951
$4K ﹤0.01%
76
+63
952
$4K ﹤0.01%
78
953
$4K ﹤0.01%
45
954
$4K ﹤0.01%
113
+105
955
$4K ﹤0.01%
148
956
$4K ﹤0.01%
200
957
$4K ﹤0.01%
206
958
$4K ﹤0.01%
28
959
$4K ﹤0.01%
100
-70
960
$4K ﹤0.01%
156
961
$4K ﹤0.01%
139
-104
962
$4K ﹤0.01%
+40
963
$4K ﹤0.01%
55
964
$4K ﹤0.01%
301
+300
965
$4K ﹤0.01%
25
966
$4K ﹤0.01%
390
967
$4K ﹤0.01%
275
968
$4K ﹤0.01%
120
969
$4K ﹤0.01%
+44
970
$4K ﹤0.01%
336
971
$4K ﹤0.01%
95
972
$4K ﹤0.01%
125
973
$4K ﹤0.01%
64
974
$4K ﹤0.01%
1,504
975
$4K ﹤0.01%
200
37 38
39
40 41