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
376
$81K 0.02%
+19,225
377
$79K 0.02%
+264
378
$75K 0.02%
11,211
-10,796
379
$75K 0.02%
+2,615
380
$73K 0.02%
+12,105
381
$72K 0.02%
+3,895
382
$67K 0.02%
+1,748
383
$66K 0.02%
+3,333
384
$44K 0.01%
+41,814
385
$34K 0.01%
+1,004
386
$33K 0.01%
+2,215
387
– –
-14,331
388
– –
-30,105
389
– –
-10,000
390
– –
-24,333
391
– –
-21,871
392
– –
-24,881
393
– –
-28,150
394
– –
-19,862
395
– –
-14,171
396
– –
-41,655
397
– –
-8,335
398
– –
-19,081
399
– –
-10,273
400
– –
-15,720
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16
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