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
201
$399K 0.13%
20,785
202
$393K 0.13%
20,983
-241
203
$390K 0.13%
13,130
+1,075
204
$386K 0.13%
17,663
205
$373K 0.12%
4,562
-5,292
206
$373K 0.12%
+5,963
207
$370K 0.12%
39,496
208
$370K 0.12%
6,515
-3,013
209
$369K 0.12%
7,406
-4,428
210
$361K 0.12%
6,810
-151
211
$357K 0.12%
10,415
+2,224
212
$357K 0.12%
11,667
213
$356K 0.12%
+15,360
214
$352K 0.11%
13,380
215
$348K 0.11%
73,850
+55,717
216
$342K 0.11%
6,337
-3,558
217
$336K 0.11%
3,730
-6,099
218
$335K 0.11%
11,070
219
$326K 0.11%
19,324
+900
220
$324K 0.11%
11,927
-100
221
$323K 0.11%
6,558
-2,242
222
$322K 0.1%
12,443
223
$315K 0.1%
+3,341
224
$315K 0.1%
+15,017
225
$314K 0.1%
25,768
7 8
9
10 11