IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
1
$12.1M 3.93%
52,447
+8,798
2
$8.95M 2.91%
232,492
+15,244
3
$6.34M 2.06%
85,120
+4,476
4
$6.18M 2.01%
47,671
-9,628
5
$5.04M 1.64%
93,907
+27
6
$4.86M 1.58%
28,373
+422
7
$4.47M 1.45%
17,605
+164
8
$4.45M 1.45%
994,080
+5,840
9
$4.23M 1.37%
16,828
-3,030
10
$3.94M 1.28%
132,833
+13,067
11
$3.66M 1.19%
24,586
-222
12
$3.34M 1.09%
68,820
+1,207
13
$3.24M 1.05%
127,959
-616
14
$2.99M 0.97%
27,257
+629
15
$2.97M 0.96%
33,099
-102
16
$2.96M 0.96%
20,307
+473
17
$2.89M 0.94%
71,082
+31,786
18
$2.87M 0.93%
43,264
-116
19
$2.85M 0.93%
24,686
+792
20
$2.85M 0.93%
35,469
+151
21
$2.84M 0.92%
44,308
-226
22
$2.79M 0.91%
17,004
-30
23
$2.73M 0.89%
20,919
+564
24
$2.69M 0.88%
69,784
-466
25
$2.67M 0.87%
322,544
-5,008
1
2 3 4 5