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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
976
$4K ﹤0.01%
64
977
$4K ﹤0.01%
180
978
$4K ﹤0.01%
130
979
$4K ﹤0.01%
+185
980
$4K ﹤0.01%
+54
981
$4K ﹤0.01%
290
982
$4K ﹤0.01%
45
+6
983
$4K ﹤0.01%
135
984
$4K ﹤0.01%
50
985
$4K ﹤0.01%
300
986
$4K ﹤0.01%
120
987
$4K ﹤0.01%
105
988
$4K ﹤0.01%
200
989
$4K ﹤0.01%
225
990
$4K ﹤0.01%
104
+100
991
$4K ﹤0.01%
112
-21
992
$4K ﹤0.01%
90
993
$3K ﹤0.01%
90
994
$3K ﹤0.01%
54
+27
995
$3K ﹤0.01%
164
996
$3K ﹤0.01%
+125
997
$3K ﹤0.01%
220
998
$3K ﹤0.01%
270
999
$3K ﹤0.01%
80
1000
$3K ﹤0.01%
+97
38 39
40
41 42