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

Top Buys

1
+$7.11M
2
+$6.81M
3
+$5.75M
4
AMZN icon
Amazon
AMZN
+$5.71M
5
AKAM icon
Akamai
AKAM
+$3.38M

Top Sells

1
+$5.04M
2
+$3.79M
3
+$2.08M
4
C icon
Citigroup
C
+$2.05M
5
AFL icon
Aflac
AFL
+$1.61M

Sector Composition

1 Technology 13.23%
2 Financials 7.9%
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
– –
-16,725
402
– –
-10,306
403
– –
-21,118
404
$0 ﹤0.01%
+10,701
405
– –
-15,360
406
– –
-14,089
407
– –
-27,232
408
– –
-8,038
409
– –
-13,130
410
– –
-13,234
411
– –
-93,907
412
– –
-10,779
413
– –
-4,726
414
– –
-39,465
415
– –
-15,401
416
– –
-7,848
417
– –
-11,822
418
– –
-6,959
419
– –
-1,494,000
420
– –
-10,350
421
– –
-15,017
13 14 15 16
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