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IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$6.73M
2
+$6.54M
3
+$5.37M
4
RESN
Resonant Inc.
RESN
+$4.35M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3M

Top Sells

1
+$5.04M
2
+$3.66M
3
+$2.08M
4
C icon
Citigroup
C
+$2.05M
5
AFL icon
Aflac
AFL
+$1.57M

Sector Composition

1 Technology 13.23%
2 Financials 7.95%
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
– –
-30,105
388
– –
-10,000
389
– –
-24,333
390
– –
-21,871
391
– –
-24,881
392
– –
-28,150
393
– –
-19,862
394
– –
-14,171
395
– –
-41,655
396
– –
-8,335
397
– –
-19,081
398
– –
-10,273
399
– –
-16,725
400
– –
-10,306
13 14 15
16
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