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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
$308M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.99M
3
+$1.92M
4
HIG icon
Hartford Financial Services
HIG
+$1.71M
5
AIG icon
American International
AIG
+$1.52M

Top Sells

1
+$5.34M
2
+$2.39M
3
+$1.49M
4
CELG
Celgene Corp
CELG
+$1.27M
5
IBM icon
IBM
IBM
+$1.23M

Sector Composition

1 Technology 12.05%
2 Financials 10.41%
3 Industrials 5.9%
4 Communication Services 5.28%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-2,866
402
– –
-7,605
403
– –
-24,360
404
– –
-1,631
405
– –
-11,800
406
– –
-3,855
407
– –
-6,816
408
– –
-5,724
409
– –
-808
410
– –
-12,092
411
– –
-23,138
412
– –
-4,548
413
– –
-6,828
414
– –
-75,543
415
– –
-5,201
416
– –
-2,428
417
– –
-5,550
418
– –
-1,203
419
– –
-3,687
420
– –
-8,080
421
– –
-5,694
422
– –
-5,664
423
– –
-6,456
424
– –
-1,447
425
– –
-7,028
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