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
26
$2.66M 0.86%
87,828
-87
27
$2.64M 0.86%
45,074
+22,319
28
$2.45M 0.8%
34,412
-595
29
$2.37M 0.77%
24,147
+72
30
$2.34M 0.76%
39,623
-1,898
31
$2.29M 0.74%
63,940
+20,792
32
$2.28M 0.74%
12,172
+963
33
$2.11M 0.69%
22,235
-51
34
$2.08M 0.68%
259,144
-6,728
35
$2.08M 0.68%
39,465
-2,951
36
$2.06M 0.67%
21,510
+214
37
$2.05M 0.67%
+28,150
38
$2.01M 0.65%
44,620
+1,914
39
$2M 0.65%
20,335
+1,419
40
$1.98M 0.64%
67,222
+18,267
41
$1.96M 0.64%
75,745
-882
42
$1.92M 0.62%
106,062
-588
43
$1.9M 0.62%
38,443
+4,476
44
$1.87M 0.61%
32,127
-2,580
45
$1.86M 0.6%
36,929
-1,958
46
$1.83M 0.6%
21,682
-1,273
47
$1.82M 0.59%
150,584
-1,960
48
$1.8M 0.59%
19,876
+314
49
$1.78M 0.58%
45,758
50
$1.75M 0.57%
+31,434
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2
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