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
151
$703K 0.23%
13,872
+202
152
$700K 0.23%
11,715
+1,869
153
$699K 0.23%
24,881
-172
154
$688K 0.22%
13,344
+161
155
$668K 0.22%
19,862
+1,139
156
$660K 0.21%
13,183
-806
157
$658K 0.21%
91,510
+20
158
$645K 0.21%
+8,335
159
$641K 0.21%
13,309
-130
160
$635K 0.21%
41,655
-368
161
$629K 0.2%
13,234
+242
162
$617K 0.2%
5,370
-1,399
163
$611K 0.2%
11,118
+1,227
164
$605K 0.2%
15,004
+51
165
$591K 0.19%
13,327
+148
166
$588K 0.19%
12,520
+280
167
$588K 0.19%
10,964
+23
168
$584K 0.19%
15,634
169
$579K 0.19%
5,156
+981
170
$578K 0.19%
10,615
-245
171
$577K 0.19%
19,133
+8,522
172
$571K 0.19%
14,089
+200
173
$569K 0.19%
10,973
-1,449
174
$561K 0.18%
29,607
+280
175
$558K 0.18%
13,420
-302
5 6
7
8 9