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IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.96M
3
+$2.66M
4
C icon
Citigroup
C
+$2.31M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.05M

Top Sells

1
+$6.22M
2
+$5.71M
3
+$4.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.89M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-6,971
302
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-42,210
303
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-264
304
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-6,095
305
– –
-5,657
306
– –
-2,877
307
– –
-5,390
308
– –
-10,078
309
– –
-9,053
310
– –
-4,147
311
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-97,580
312
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-4,789
313
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-10,619
314
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-1,755
315
– –
-10,350
316
– –
-3,895
317
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-26,698
318
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-6,873
319
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-4
320
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-6,301
321
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-4,490
322
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323
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-3,877
324
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-41,814
325
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-6,594
11 12
13
14 15