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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
1201
$1K ﹤0.01%
150
1202
$1K ﹤0.01%
1
1203
$1K ﹤0.01%
58
1204
$1K ﹤0.01%
21
1205
$1K ﹤0.01%
500
1206
$1K ﹤0.01%
40
1207
$1K ﹤0.01%
3,500
1208
$1K ﹤0.01%
12
1209
$1K ﹤0.01%
+1
1210
$1K ﹤0.01%
50
-30
1211
$1K ﹤0.01%
75
1212
$1K ﹤0.01%
21
1213
$1K ﹤0.01%
8
1214
$1K ﹤0.01%
38
1215
$1K ﹤0.01%
+23
1216
$1K ﹤0.01%
272
1217
$1K ﹤0.01%
14
1218
$1K ﹤0.01%
250
-100
1219
$1K ﹤0.01%
5
1220
$1K ﹤0.01%
33
1221
$1K ﹤0.01%
30
1222
$1K ﹤0.01%
30
1223
$1K ﹤0.01%
160
1224
$1K ﹤0.01%
8
1225
$1K ﹤0.01%
+28
47 48
49
50 51