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
51
$1.72M 0.56%
20,972
-1
52
$1.71M 0.56%
14,480
+912
53
$1.68M 0.55%
49,681
+24,443
54
$1.65M 0.53%
76,645
+1,640
55
$1.62M 0.53%
14,689
-2,267
56
$1.62M 0.53%
134,950
+24,588
57
$1.6M 0.52%
47,204
-1,408
58
$1.58M 0.52%
11,433
+45
59
$1.58M 0.52%
18,005
-2,409
60
$1.56M 0.51%
24,645
-824
61
$1.55M 0.5%
22,754
-1,426
62
$1.55M 0.5%
22,663
-4,869
63
$1.53M 0.5%
41,769
-831
64
$1.49M 0.49%
+24,333
65
$1.49M 0.49%
1,494,000
+270,000
66
$1.47M 0.48%
22,247
-159
67
$1.45M 0.47%
84,202
-934
68
$1.42M 0.46%
245,375
69
$1.4M 0.46%
+30,105
70
$1.39M 0.45%
24,784
+288
71
$1.39M 0.45%
41,584
-424
72
$1.38M 0.45%
27,182
73
$1.34M 0.44%
15,101
-1,677
74
$1.34M 0.43%
21,022
-117
75
$1.31M 0.43%
13,490
-173
1 2
3
4 5