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
$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
1
$20.4M 4.7%
80,594
+28,147
2
$11.4M 2.62%
41,989
+25,161
3
$10.7M 2.48%
253,052
+20,560
4
$6.61M 1.53%
77,282
-7,838
5
$5.75M 1.33%
+770,180
6
$5.71M 1.32%
+97,580
7
$5.33M 1.23%
174,770
+46,811
8
$4.9M 1.13%
16,633
-972
9
$4.89M 1.13%
57,396
+35,714
10
$4.46M 1.03%
25,628
-2,745
11
$4.43M 1.02%
916,680
-77,400
12
$4.41M 1.02%
50,893
+15,424
13
$4.27M 0.99%
24,343
-243
14
$3.77M 0.87%
51,270
+28,607
15
$3.65M 0.84%
125,645
+58,423
16
$3.63M 0.84%
56,256
+16,633
17
$3.44M 0.79%
66,627
-2,193
18
$3.43M 0.79%
32,883
-216
19
$3.38M 0.78%
+52,008
20
$3.28M 0.76%
44,568
+260
21
$3.21M 0.74%
41,985
+7,573
22
$3.19M 0.74%
24,785
+14,865
23
$3.18M 0.73%
17,057
+53
24
$3.11M 0.72%
35,710
+17,705
25
$3.07M 0.71%
135,600
+58,955
1
2 3 4 5