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
$316M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.63M
3
+$2.38M
4
FTNT icon
Fortinet
FTNT
+$1.27M
5
TRV icon
Travelers Companies
TRV
+$622K

Top Sells

1
+$2.88M
2
+$2.79M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.19M

Sector Composition

1 Technology 16.28%
2 Financials 8.32%
3 Healthcare 7.8%
4 Consumer Discretionary 7.68%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$392K 0.12%
2,599
-66
227
$390K 0.12%
9,220
-478
228
$388K 0.12%
12,842
+22
229
$386K 0.12%
1,985
-1,155
230
$383K 0.12%
14,503
-922
231
$382K 0.12%
10,635
-908
232
$381K 0.12%
7,534
-291
233
$376K 0.12%
3,531
-127
234
$375K 0.12%
8,234
-1,807
235
$375K 0.12%
16,585
-679
236
$374K 0.12%
+5,952
237
$372K 0.11%
25,097
-2,353
238
$369K 0.11%
15,607
-5,181
239
$365K 0.11%
2,758
-29
240
$364K 0.11%
7,273
-18
241
$357K 0.11%
9,659
242
$356K 0.11%
21,005
-880
243
$356K 0.11%
7,453
-84
244
$354K 0.11%
73,117
-10,190
245
$354K 0.11%
2,142
-1,524
246
$353K 0.11%
14,457
-91
247
$351K 0.11%
+9,414
248
$351K 0.11%
27,131
-950
249
$350K 0.11%
18,843
-1,675
250
$350K 0.11%
2,588
8 9
10
11 12