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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
1101
$2K ﹤0.01%
+113
1102
$2K ﹤0.01%
32
1103
$2K ﹤0.01%
100
1104
$2K ﹤0.01%
150
1105
$2K ﹤0.01%
100
1106
$2K ﹤0.01%
75
1107
$2K ﹤0.01%
101
+1
1108
$2K ﹤0.01%
522
1109
$2K ﹤0.01%
19
1110
$2K ﹤0.01%
100
1111
$2K ﹤0.01%
1,000
1112
$2K ﹤0.01%
112
1113
$2K ﹤0.01%
37
1114
$2K ﹤0.01%
21
1115
$2K ﹤0.01%
200
1116
$2K ﹤0.01%
200
-15
1117
$2K ﹤0.01%
25
1118
$2K ﹤0.01%
27
1119
$2K ﹤0.01%
220
1120
$2K ﹤0.01%
28
1121
$2K ﹤0.01%
24
1122
$2K ﹤0.01%
27
1123
$2K ﹤0.01%
16
1124
$2K ﹤0.01%
128
1125
$2K ﹤0.01%
41
43 44
45
46 47