IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
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
+$2.05M
2
+$2.03M
3
+$1.75M
4
AIG icon
American International
AIG
+$1.49M
5
AA icon
Alcoa
AA
+$1.4M

Top Sells

1
+$5.34M
2
+$2.39M
3
+$1.49M
4
CELG
Celgene Corp
CELG
+$1.27M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M

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
– –
-4,404
352
– –
-3,333
353
– –
-4,062
354
– –
-7,392
355
– –
-9,129
356
– –
-3,859
357
– –
-6,660
358
– –
-2,499
359
– –
-8,336
360
– –
-4,747
361
– –
-7,220
362
– –
-8,964
363
– –
-7,110
364
– –
-1,719
365
– –
-4,794
366
– –
-14,382
367
– –
-9,833
368
– –
-2,056
369
– –
-7,624
370
– –
-4,095
371
– –
-7,674
372
– –
-1,644
373
– –
-3,729
374
– –
-3,311
375
– –
-9,063
13 14
15
16 17