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
101
$1.33M 0.31%
11,644
-387
102
$1.31M 0.3%
34,092
-29,848
103
$1.31M 0.3%
+34,585
104
$1.3M 0.3%
21,325
+14,810
105
$1.28M 0.3%
14,820
+4,693
106
$1.28M 0.3%
+8,508
107
$1.28M 0.29%
19,030
+2,339
108
$1.25M 0.29%
+88,444
109
$1.25M 0.29%
+67,860
110
$1.25M 0.29%
12,846
-1,466
111
$1.24M 0.29%
+4,609
112
$1.23M 0.28%
13,334
-6,542
113
$1.19M 0.27%
+4
114
$1.19M 0.27%
+21,109
115
$1.19M 0.27%
23,091
+115
116
$1.16M 0.27%
38,321
+203
117
$1.15M 0.27%
10,126
-2,014
118
$1.15M 0.27%
43,542
+1,275
119
$1.13M 0.26%
49,198
-1,578
120
$1.09M 0.25%
57,527
-288
121
$1.08M 0.25%
23,035
-198
122
$1.08M 0.25%
22,859
+9,532
123
$1.07M 0.25%
16,971
-422
124
$1.06M 0.24%
10,651
-365
125
$1.05M 0.24%
36,815
+1,015
3 4
5
6 7