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
351
– –
-8,140
352
– –
-10,352
353
– –
-1,093
354
– –
-10,701
355
– –
-7,950
356
– –
-4,307
357
– –
-4,404
358
– –
-4,062
359
– –
-7,392
360
– –
-9,129
361
– –
-3,859
362
– –
-6,660
363
– –
-2,499
364
– –
-8,336
365
– –
-4,747
366
– –
-7,220
367
– –
-8,964
368
– –
-7,110
369
– –
-1,719
370
– –
-4,794
371
– –
-14,382
372
– –
-9,063
373
– –
-2,935
374
– –
-1,570
375
– –
-9,833
13 14
15
16 17