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
126
$849K 0.28%
10,078
127
$849K 0.28%
15,117
+100
128
$847K 0.28%
22,131
+2,629
129
$840K 0.27%
6,255
-1,550
130
$837K 0.27%
10,187
-45
131
$815K 0.27%
12,409
+372
132
$814K 0.26%
5,682
-1,539
133
$805K 0.26%
16,668
+124
134
$802K 0.26%
10,081
+222
135
$797K 0.26%
5,753
-1,220
136
$795K 0.26%
10,127
-5
137
$791K 0.26%
85,630
-286
138
$789K 0.26%
+10,273
139
$778K 0.25%
11,062
-157
140
$773K 0.25%
12,334
141
$773K 0.25%
15,710
-318
142
$772K 0.25%
25,014
143
$764K 0.25%
19,292
+136
144
$760K 0.25%
12,422
+597
145
$748K 0.24%
19,484
+151
146
$748K 0.24%
11,355
147
$741K 0.24%
21,857
-177
148
$723K 0.24%
12,363
149
$719K 0.23%
13,502
-154
150
$711K 0.23%
14,331
-469
4 5
6
7 8