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
176
$547K 0.18%
24,531
177
$544K 0.18%
10,616
+1,164
178
$525K 0.17%
28,085
-616
179
$519K 0.17%
14,970
-8,457
180
$508K 0.17%
13,646
181
$506K 0.16%
35,591
+15,242
182
$502K 0.16%
10,677
+274
183
$502K 0.16%
19,066
-45
184
$496K 0.16%
19,081
+980
185
$491K 0.16%
+28,645
186
$487K 0.16%
10,690
+554
187
$485K 0.16%
21,118
-2,073
188
$481K 0.16%
25,269
189
$458K 0.15%
23,401
-475
190
$449K 0.15%
74,392
+1,237
191
$446K 0.15%
13,436
192
$444K 0.14%
5,422
-4,884
193
$438K 0.14%
21,214
-100
194
$436K 0.14%
33,015
195
$423K 0.14%
47,108
196
$419K 0.14%
12,612
+721
197
$417K 0.14%
11,143
198
$408K 0.13%
27,232
-3,572
199
$406K 0.13%
10,334
-137
200
$403K 0.13%
26,516
-612
6 7
8
9 10