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
326
$253K 0.06%
6,769
-3,646
327
$251K 0.06%
+3,311
328
$250K 0.06%
+6,013
329
$246K 0.06%
+9,561
330
$246K 0.06%
+1,875
331
$243K 0.06%
+2,192
332
$243K 0.06%
+641
333
$243K 0.06%
+1,087
334
$242K 0.06%
29,441
+70
335
$237K 0.05%
+4,199
336
$236K 0.05%
+5,390
337
$233K 0.05%
5,626
-4,708
338
$231K 0.05%
+1,683
339
$226K 0.05%
12,060
-354
340
$225K 0.05%
+735
341
$225K 0.05%
+3,855
342
$223K 0.05%
+4,960
343
$221K 0.05%
+1,320
344
$220K 0.05%
+1,772
345
$220K 0.05%
+1,603
346
$220K 0.05%
+4,283
347
$219K 0.05%
+8,197
348
$217K 0.05%
+4,589
349
$217K 0.05%
5,039
-2,367
350
$212K 0.05%
+3,046
12 13
14
15 16