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
201
$573K 0.13%
14,372
+726
202
$565K 0.13%
+2,047
203
$561K 0.13%
+10,492
204
$560K 0.13%
11,082
+466
205
$559K 0.13%
+1,755
206
$558K 0.13%
+26,166
207
$557K 0.13%
8,590
-3,125
208
$556K 0.13%
+15,734
209
$555K 0.13%
+6,919
210
$551K 0.13%
27,341
-2,266
211
$548K 0.13%
12,272
-1,600
212
$547K 0.13%
+9,078
213
$545K 0.13%
+14,559
214
$544K 0.13%
5,684
+2,343
215
$537K 0.12%
28,346
+3,077
216
$529K 0.12%
+5,230
217
$526K 0.12%
+3,590
218
$522K 0.12%
101,399
+27,549
219
$520K 0.12%
13,237
-199
220
$500K 0.12%
+19,266
221
$498K 0.11%
+6,594
222
$498K 0.11%
+14,904
223
$497K 0.11%
27,628
-1,017
224
$493K 0.11%
15,525
-3,608
225
$490K 0.11%
15,351
+2,739
7 8
9
10 11