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
251
$428K 0.1%
+2,410
252
$426K 0.1%
+3,359
253
$425K 0.1%
20,848
-135
254
$417K 0.1%
+10,603
255
$415K 0.1%
+3,105
256
$412K 0.1%
+38,519
257
$412K 0.1%
+6,765
258
$399K 0.09%
20,549
-236
259
$398K 0.09%
+2,768
260
$390K 0.09%
+6,555
261
$389K 0.09%
52,675
+19,715
262
$386K 0.09%
+12,297
263
$383K 0.09%
40,366
+870
264
$380K 0.09%
+5,468
265
$377K 0.09%
+4,647
266
$376K 0.09%
15,776
-3,548
267
$375K 0.09%
18,344
-5,057
268
$373K 0.09%
11,227
-700
269
$368K 0.08%
11,667
270
$362K 0.08%
+1,701
271
$362K 0.08%
3,665
-65
272
$362K 0.08%
13,882
+502
273
$358K 0.08%
3,248
-1,908
274
$355K 0.08%
+11,415
275
$355K 0.08%
+6,731
9 10
11
12 13