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

Top Buys

1
+$2.05M
2
+$2.03M
3
+$1.75M
4
AIG icon
American International
AIG
+$1.49M
5
AA icon
Alcoa
AA
+$1.4M

Top Sells

1
+$5.34M
2
+$2.39M
3
+$1.49M
4
CELG
Celgene Corp
CELG
+$1.27M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M

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
– –
-4,622
402
– –
-6,060
403
– –
-6,457
404
– –
-2,866
405
– –
-7,605
406
– –
-24,360
407
– –
-1,631
408
– –
-11,800
409
– –
-3,855
410
– –
-6,816
411
– –
-5,724
412
– –
-808
413
– –
-12,092
414
– –
-23,138
415
– –
-4,548
416
– –
-6,828
417
– –
-15,084
418
– –
-5,201
419
– –
-2,428
420
– –
-5,550
421
– –
-1,203
422
– –
-3,687
423
– –
-6,342
424
– –
-2,824
425
– –
-8,080
14 15 16
17
18