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
176
$725K 0.17%
11,208
-1,126
177
$723K 0.17%
19,107
-377
178
$716K 0.17%
+10,221
179
$716K 0.17%
+414
180
$713K 0.16%
10,594
-468
181
$705K 0.16%
+9,947
182
$703K 0.16%
+6,541
183
$702K 0.16%
11,005
-350
184
$682K 0.16%
12,392
+1,428
185
$680K 0.16%
11,195
+77
186
$676K 0.16%
12,536
+114
187
$666K 0.15%
+9,053
188
$656K 0.15%
+2,908
189
$640K 0.15%
12,020
-1,482
190
$632K 0.15%
+24,360
191
$629K 0.15%
+13,462
192
$628K 0.15%
14,969
-35
193
$617K 0.14%
10,442
-173
194
$617K 0.14%
7,457
+2,895
195
$609K 0.14%
15,664
+30
196
$605K 0.14%
+2,448
197
$595K 0.14%
25,431
+900
198
$595K 0.14%
+6,275
199
$585K 0.14%
11,562
+589
200
$580K 0.13%
33,015
6 7
8
9 10