IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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
+$6.73M
2
+$6.54M
3
+$5.37M
4
RESN
Resonant Inc.
RESN
+$4.35M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3M

Top Sells

1
+$5.04M
2
+$3.66M
3
+$2.08M
4
C icon
Citigroup
C
+$2.05M
5
AFL icon
Aflac
AFL
+$1.57M

Sector Composition

1 Technology 13.23%
2 Financials 7.95%
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
276
$355K 0.08%
+3,371
277
$353K 0.08%
6,205
-132
278
$352K 0.08%
+20,679
279
$350K 0.08%
13,278
-342
280
$345K 0.08%
21,223
+2,325
281
$343K 0.08%
+7,788
282
$343K 0.08%
+2,395
283
$342K 0.08%
11,070
284
$339K 0.08%
+2,877
285
$339K 0.08%
27,905
+2,137
286
$335K 0.08%
+8,169
287
$334K 0.08%
16,753
-910
288
$332K 0.08%
24,914
-1,602
289
$329K 0.08%
+1,574
290
$327K 0.08%
13,261
+818
291
$327K 0.08%
+2,099
292
$326K 0.08%
+3,082
293
$326K 0.08%
+3,452
294
$323K 0.07%
+5,657
295
$322K 0.07%
+4,178
296
$317K 0.07%
+6,095
297
$315K 0.07%
+6,775
298
$313K 0.07%
+4,276
299
$313K 0.07%
+8,319
300
$307K 0.07%
+9,585
10 11
12
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