IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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
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402
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403
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404
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405
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406
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407
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-5,613
408
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-14,652
409
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-1,481
410
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-2,114
411
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-7,342
412
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-14,076
413
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-3,709
414
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-4,575
415
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-5,649
416
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-4,622
417
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-6,060
418
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-6,457
419
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-2,866
420
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-7,605
421
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-24,360
422
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-1,631
423
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-11,800
424
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-3,855
425
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-6,816
14 15 16
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