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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
1051
$3K ﹤0.01%
98
1052
$2K ﹤0.01%
2
1053
$2K ﹤0.01%
50
1054
$2K ﹤0.01%
15
1055
$2K ﹤0.01%
67
1056
$2K ﹤0.01%
79
1057
$2K ﹤0.01%
1,000
1058
$2K ﹤0.01%
32
-60
1059
$2K ﹤0.01%
93
1060
$2K ﹤0.01%
125
1061
$2K ﹤0.01%
42
1062
$2K ﹤0.01%
+60
1063
$2K ﹤0.01%
1
1064
$2K ﹤0.01%
94
1065
$2K ﹤0.01%
46
1066
$2K ﹤0.01%
57
1067
$2K ﹤0.01%
63
1068
$2K ﹤0.01%
750
1069
$2K ﹤0.01%
65
1070
$2K ﹤0.01%
309
1071
$2K ﹤0.01%
60
1072
$2K ﹤0.01%
99
1073
$2K ﹤0.01%
49
1074
$2K ﹤0.01%
33
1075
$2K ﹤0.01%
53
41 42
43
44 45