IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.03M
3
+$1.75M
4
AIG icon
American International
AIG
+$1.49M
5
AA icon
Alcoa
AA
+$1.4M

Top Sells

1
+$5.34M
2
+$2.39M
3
+$1.49M
4
CELG
Celgene Corp
CELG
+$1.27M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M

Sector Composition

1 Technology 12.05%
2 Financials 10.41%
3 Industrials 5.9%
4 Communication Services 5.18%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.1%
8,038
+1,798
227
$302K 0.1%
45,600
228
$297K 0.1%
10,779
-2,027
229
$295K 0.1%
18,898
230
$282K 0.09%
29,423
231
$270K 0.09%
5,806
+153
232
$264K 0.09%
12,417
-4,834
233
$257K 0.08%
+6,959
234
$253K 0.08%
4,726
+254
235
$249K 0.08%
29,371
236
$244K 0.08%
23,935
+5,800
237
$238K 0.08%
12,624
238
$234K 0.08%
10,708
239
$234K 0.08%
+2,361
240
$224K 0.07%
12,867
+1,500
241
$223K 0.07%
7,848
+430
242
$217K 0.07%
12,414
+400
243
$212K 0.07%
+32,960
244
$207K 0.07%
10,350
245
$207K 0.07%
+10,306
246
$138K 0.04%
10,000
247
$129K 0.04%
14,171
+1,925
248
$127K 0.04%
+22,007
249
$123K 0.04%
20,609
+1,818
250
– –
-5,664
8 9
10
11 12