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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
$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
376
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377
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378
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379
– –
-67,860
380
– –
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381
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-6,333
382
– –
-7,788
383
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-7,710
384
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-2,047
385
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-19,225
386
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-3,333
387
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388
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389
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-2,615
390
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-735
391
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-10,645
392
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393
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394
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395
– –
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396
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397
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398
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-21,109
399
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-38,519
400
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-12,624
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