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
151
$880K 0.2%
18,630
+6,110
152
$879K 0.2%
+42,210
153
$865K 0.2%
15,587
+2,404
154
$846K 0.2%
9,700
-5,401
155
$841K 0.19%
18,921
-371
156
$840K 0.19%
13,786
-7,236
157
$825K 0.19%
+4,789
158
$824K 0.19%
15,725
-943
159
$820K 0.19%
87,290
+1,660
160
$805K 0.19%
50,345
-10,231
161
$803K 0.19%
25,014
162
$798K 0.18%
20,215
-3,561
163
$795K 0.18%
+7,622
164
$783K 0.18%
+3,877
165
$782K 0.18%
22,230
+373
166
$776K 0.18%
15,355
-355
167
$769K 0.18%
28,923
-10,028
168
$759K 0.18%
+26,698
169
$759K 0.18%
19,268
-2,863
170
$758K 0.18%
+7,266
171
$743K 0.17%
+4,966
172
$738K 0.17%
+27,910
173
$732K 0.17%
+42,972
174
$731K 0.17%
83,810
-7,700
175
$727K 0.17%
12,969
-340
5 6
7
8 9