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
101
$1M 0.33%
11,016
+193
102
$997K 0.32%
16,241
-1,252
103
$981K 0.32%
57,815
-67
104
$961K 0.31%
16,542
-1,168
105
$961K 0.31%
7,519
-2,701
106
$954K 0.31%
+35,800
107
$952K 0.31%
11,768
-775
108
$950K 0.31%
18,306
-472
109
$942K 0.31%
21,871
-2,566
110
$942K 0.31%
12,750
-1,703
111
$926K 0.3%
16,725
-1,076
112
$923K 0.3%
41,224
113
$920K 0.3%
8,103
-948
114
$902K 0.29%
5,933
-2,018
115
$899K 0.29%
13,751
-5,100
116
$898K 0.29%
17,393
+263
117
$889K 0.29%
38,951
-444
118
$889K 0.29%
54,914
119
$886K 0.29%
34,197
120
$883K 0.29%
23,776
-658
121
$880K 0.29%
5,776
-5,714
122
$877K 0.29%
+15,720
123
$873K 0.28%
6,793
-2,520
124
$864K 0.28%
7,395
-1,476
125
$860K 0.28%
28,892
-1,715
3 4
5
6 7