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
126
$1.03M 0.24%
6,251
+318
127
$1.01M 0.23%
22,074
-22,546
128
$1.01M 0.23%
15,298
+181
129
$1.01M 0.23%
11,999
-1,395
130
$997K 0.23%
+13,877
131
$993K 0.23%
+6,301
132
$988K 0.23%
7,229
+436
133
$969K 0.22%
58,471
+3,557
134
$968K 0.22%
41,362
+138
135
$961K 0.22%
6,749
+494
136
$960K 0.22%
+6,333
137
$954K 0.22%
12,056
-694
138
$951K 0.22%
10,127
-60
139
$949K 0.22%
19,954
-1,422
140
$946K 0.22%
+6,971
141
$942K 0.22%
6,042
+360
142
$939K 0.22%
34,197
143
$938K 0.22%
7,068
-451
144
$926K 0.21%
7,944
+549
145
$915K 0.21%
6,267
+514
146
$902K 0.21%
9,655
-426
147
$899K 0.21%
+12,317
148
$899K 0.21%
12,436
-452
149
$890K 0.21%
30,389
-19,292
150
$886K 0.2%
10,078
4 5
6
7 8