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
$433M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$6.81M
3
+$5.75M
4
AMZN icon
Amazon
AMZN
+$5.71M
5
AKAM icon
Akamai
AKAM
+$3.38M

Top Sells

1
+$5.04M
2
+$3.79M
3
+$2.08M
4
C icon
Citigroup
C
+$2.05M
5
AFL icon
Aflac
AFL
+$1.61M

Sector Composition

1 Technology 13.23%
2 Financials 7.9%
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
351
$209K 0.05%
+10,474
352
$208K 0.05%
+6,916
353
$208K 0.05%
+12,893
354
$208K 0.05%
+1,162
355
$207K 0.05%
+4,255
356
$207K 0.05%
+1,306
357
$205K 0.05%
+3,800
358
$204K 0.05%
+172
359
$201K 0.05%
+21,802
360
$200K 0.05%
+16,912
361
$200K 0.05%
11,367
-1,500
362
$200K 0.05%
+4,178
363
$200K 0.05%
+1,899
364
$200K 0.05%
1,817
-544
365
$184K 0.04%
18,135
-5,800
366
$166K 0.04%
+10,619
367
$163K 0.04%
+13,179
368
$142K 0.03%
+13,623
369
$136K 0.03%
+3,333
370
$134K 0.03%
28,165
+7,556
371
$125K 0.03%
+11,697
372
$125K 0.03%
+15,145
373
$116K 0.03%
2,883
-2,923
374
$113K 0.03%
+5,923
375
$98K 0.02%
+16,996
13 14
15
16 17