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
26
$3M 0.69%
49,922
+4,848
27
$2.97M 0.69%
42,653
-611
28
$2.96M 0.68%
49,371
+17,244
29
$2.95M 0.68%
69,614
-170
30
$2.91M 0.67%
18,687
-1,620
31
$2.91M 0.67%
18,380
+12,604
32
$2.91M 0.67%
61,835
+37,178
33
$2.86M 0.66%
25,174
+17,071
34
$2.81M 0.65%
20,307
-27,364
35
$2.79M 0.65%
+29,913
36
$2.78M 0.64%
87,558
-270
37
$2.75M 0.64%
309,112
-13,432
38
$2.72M 0.63%
54,280
+17,351
39
$2.6M 0.6%
36,276
+22,525
40
$2.51M 0.58%
85,487
-47,346
41
$2.49M 0.58%
22,823
-4,434
42
$2.48M 0.57%
24,122
-25
43
$2.39M 0.55%
23,106
+871
44
$2.38M 0.55%
+9,615
45
$2.35M 0.54%
+218,904
46
$2.35M 0.54%
255,216
-3,928
47
$2.27M 0.52%
16,282
-4,637
48
$2.23M 0.52%
27,811
+13,513
49
$2.22M 0.51%
78,832
+3,087
50
$2.12M 0.49%
32,807
+14,503
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