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
301
$306K 0.07%
13,668
-14,417
302
$305K 0.07%
+3,472
303
$305K 0.07%
+2,879
304
$304K 0.07%
+12,558
305
$302K 0.07%
+7,928
306
$300K 0.07%
+11,086
307
$297K 0.07%
45,600
308
$290K 0.07%
20,349
-15,242
309
$286K 0.07%
12,627
+210
310
$278K 0.06%
+10,645
311
$277K 0.06%
+4,490
312
$276K 0.06%
+3,983
313
$275K 0.06%
+17,461
314
$274K 0.06%
+3,871
315
$273K 0.06%
+4,465
316
$271K 0.06%
+5,615
317
$270K 0.06%
3,952
-2,011
318
$268K 0.06%
29,480
+57
319
$268K 0.06%
+1,759
320
$262K 0.06%
6,873
-8,097
321
$261K 0.06%
12,624
322
$261K 0.06%
+5,246
323
$259K 0.06%
+7,710
324
$255K 0.06%
11,727
+1,019
325
$253K 0.06%
+21,730
11 12
13
14 15