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
$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
351
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-9,053
352
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-4,147
353
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354
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-4,490
355
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356
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-3,877
357
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-41,814
358
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-6,594
359
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-2,410
360
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-4,255
361
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-27,147
362
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-4,276
363
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-12,627
364
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-11,082
365
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-4,647
366
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-2,908
367
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-11,367
368
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-10,221
369
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-41,418
370
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-3,311
371
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-10,492
372
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-9,655
373
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-67,860
374
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-5,468
375
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-6,333
13 14
15
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