IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
+$2.81M
2
+$1.99M
3
+$1.92M
4
HIG icon
Hartford Financial Services
HIG
+$1.71M
5
AIG icon
American International
AIG
+$1.52M

Top Sells

1
+$5.34M
2
+$2.39M
3
+$1.49M
4
CELG
Celgene Corp
CELG
+$1.27M
5
IBM icon
IBM
IBM
+$1.23M

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
– –
-3,333
302
– –
-4,075
303
– –
-3,044
304
– –
-5,394
305
– –
-2,998
306
– –
-9,495
307
– –
-2,105
308
– –
-17,415
309
– –
-4,434
310
– –
-6,072
311
– –
-4,736
312
– –
-5,560
313
– –
-7,606
314
– –
-5,656
315
– –
-110,300
316
– –
-1,508
317
– –
-21,802
318
– –
-10,619
319
– –
-1,751
320
– –
-430
321
– –
-3,895
322
– –
-4
323
– –
-6,126
324
– –
-13,061
325
– –
-3,977
11 12
13
14 15