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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
1226
$1K ﹤0.01%
93
1227
– –
0
1228
$1K ﹤0.01%
8
1229
$1K ﹤0.01%
9
1230
$1K ﹤0.01%
6
1231
$1K ﹤0.01%
+9
1232
$1K ﹤0.01%
28
1233
$1K ﹤0.01%
15
1234
$1K ﹤0.01%
39
1235
$1K ﹤0.01%
37
1236
$1K ﹤0.01%
29
1237
$1K ﹤0.01%
9
-25
1238
$1K ﹤0.01%
100
1239
$1K ﹤0.01%
1
1240
$1K ﹤0.01%
25
1241
$1K ﹤0.01%
22
1242
$1K ﹤0.01%
28
1243
$1K ﹤0.01%
166
1244
$1K ﹤0.01%
5
1245
$1K ﹤0.01%
67
1246
$1K ﹤0.01%
22
1247
$1K ﹤0.01%
138
1248
$1K ﹤0.01%
47
1249
$1K ﹤0.01%
1,500
1250
$1K ﹤0.01%
16
48 49
50
51 52