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
$433M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$6.81M
3
+$5.75M
4
AMZN icon
Amazon
AMZN
+$5.71M
5
AKAM icon
Akamai
AKAM
+$3.38M

Top Sells

1
+$5.04M
2
+$3.79M
3
+$2.08M
4
C icon
Citigroup
C
+$2.05M
5
AFL icon
Aflac
AFL
+$1.61M

Sector Composition

1 Technology 13.23%
2 Financials 7.9%
3 Industrials 6.21%
4 Healthcare 5.18%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$490K 0.11%
77,789
+3,397
227
$488K 0.11%
10,661
-2,759
228
$487K 0.11%
14,143
-4,923
229
$484K 0.11%
11,738
+1,048
230
$483K 0.11%
+4,247
231
$478K 0.11%
8,093
-4,270
232
$476K 0.11%
+7,165
233
$475K 0.11%
+5,032
234
$475K 0.11%
10,047
-630
235
$473K 0.11%
+2,827
236
$472K 0.11%
+2,218
237
$469K 0.11%
+5,967
238
$468K 0.11%
4,243
-10,446
239
$460K 0.11%
+16,487
240
$459K 0.11%
+2,914
241
$457K 0.11%
21,737
+523
242
$449K 0.1%
+7,343
243
$448K 0.1%
+6,727
244
$444K 0.1%
49,242
+2,134
245
$440K 0.1%
5,388
-34
246
$440K 0.1%
+3,682
247
$438K 0.1%
11,143
248
$437K 0.1%
5,111
-6,657
249
$434K 0.1%
+4,147
250
$432K 0.1%
+9,003
8 9
10
11 12