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 5.28%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-4,736
302
– –
-2,800
303
– –
-5,560
304
– –
-7,606
305
– –
-5,656
306
– –
-110,300
307
– –
-1,508
308
– –
-4,434
309
– –
-21,802
310
– –
-10,619
311
– –
-1,751
312
– –
-430
313
– –
-3,895
314
– –
-4
315
– –
-6,126
316
– –
-13,061
317
– –
-3,977
318
– –
-48,866
319
– –
-7,939
320
– –
-2,411
321
– –
-10,851
322
– –
-3,398
323
– –
-6,755
324
– –
-6,411
325
– –
-2,918
11 12
13
14 15