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
$433M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.54M
3
+$5.37M
4
RESN
Resonant Inc.
RESN
+$4.35M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3M

Top Sells

1
+$5.04M
2
+$3.66M
3
+$2.08M
4
C icon
Citigroup
C
+$2.05M
5
AFL icon
Aflac
AFL
+$1.57M

Sector Composition

1 Technology 13.23%
2 Financials 7.95%
3 Industrials 6.21%
4 Healthcare 5.18%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-21,118
402
$0 ﹤0.01%
+10,701
403
– –
-15,360
404
– –
-14,089
405
– –
-27,232
406
– –
-8,038
407
– –
-13,130
408
– –
-13,234
409
– –
-93,907
410
– –
-10,779
411
– –
-14,331
412
– –
-4,726
413
– –
-6,959
414
– –
-1,494,000
415
– –
-10,350
416
– –
-15,720
417
– –
-39,465
418
– –
-15,401
419
– –
-7,848
420
– –
-11,822
421
– –
-15,017
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