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 5.18%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-5,649
402
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-4,622
403
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-6,060
404
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-6,457
405
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-2,866
406
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-7,605
407
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-24,360
408
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-1,631
409
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-11,800
410
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-3,855
411
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-6,816
412
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-5,724
413
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-808
414
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-12,092
415
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-23,138
416
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-4,548
417
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-6,828
418
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-14,650
419
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-5,201
420
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-2,428
421
– –
-5,550
422
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-1,203
423
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-3,687
424
– –
-6,342
425
– –
-2,824
14 15 16
17
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