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
76
$1.3M 0.42%
12,140
-61
77
$1.28M 0.41%
14,312
-197
78
$1.27M 0.41%
12,031
+972
79
$1.26M 0.41%
10,524
+52
80
$1.26M 0.41%
11,349
-125
81
$1.21M 0.39%
9,920
-2,597
82
$1.21M 0.39%
22,976
-949
83
$1.19M 0.39%
15,401
+6
84
$1.18M 0.38%
30,909
+2,287
85
$1.18M 0.38%
11,822
-3,109
86
$1.16M 0.38%
14,298
-1,678
87
$1.16M 0.38%
16,691
+400
88
$1.15M 0.38%
+23,233
89
$1.15M 0.37%
13,394
+421
90
$1.14M 0.37%
18,304
-1,695
91
$1.11M 0.36%
50,776
-349
92
$1.1M 0.36%
38,118
-243
93
$1.09M 0.35%
19,455
+108
94
$1.07M 0.35%
24,657
-10,914
95
$1.06M 0.35%
19,484
-8,768
96
$1.06M 0.35%
13,318
-2,345
97
$1.04M 0.34%
42,267
-183
98
$1.04M 0.34%
12,888
-674
99
$1.04M 0.34%
21,376
+2,357
100
$1.03M 0.33%
60,576
+10,328
2 3
4
5 6