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
51
$2.08M 0.48%
40,664
+27,320
52
$2.03M 0.47%
29,343
+13,102
53
$2.01M 0.46%
41,419
+34,861
54
$1.99M 0.46%
145,584
-5,000
55
$1.99M 0.46%
+16,356
56
$1.96M 0.45%
18,238
-2,097
57
$1.94M 0.45%
11,209
-963
58
$1.94M 0.45%
28,460
+16,051
59
$1.93M 0.45%
11,266
-167
60
$1.89M 0.44%
45,658
-100
61
$1.85M 0.43%
32,715
+1,281
62
$1.82M 0.42%
21,770
-2,916
63
$1.8M 0.42%
29,494
+12,952
64
$1.8M 0.41%
+59,840
65
$1.79M 0.41%
+29,564
66
$1.78M 0.41%
27,528
+9,222
67
$1.74M 0.4%
24,021
+1,267
68
$1.73M 0.4%
94,845
-11,217
69
$1.72M 0.4%
13,659
-821
70
$1.7M 0.39%
57,808
+28,916
71
$1.69M 0.39%
+49,002
72
$1.68M 0.39%
15,588
-5,922
73
$1.67M 0.39%
40,863
-906
74
$1.66M 0.38%
21,028
+7,710
75
$1.65M 0.38%
+41,418
1 2
3
4 5