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
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$812K

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 10.17%
3 Financials 8.82%
4 Industrials 6.62%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$676K 0.11%
1,070
227
$668K 0.11%
1,025
+8
228
$667K 0.11%
24,702
229
$665K 0.11%
5,828
+27
230
$663K 0.11%
28,657
231
$663K 0.11%
12,340
-200
232
$656K 0.11%
7,647
-42
233
$656K 0.11%
78,310
-1,132
234
$655K 0.11%
5,072
+273
235
$645K 0.11%
2,616
+30
236
$633K 0.1%
14,776
-1,369
237
$631K 0.1%
7,420
+439
238
$627K 0.1%
2,404
+510
239
$625K 0.1%
10,941
240
$616K 0.1%
5,821
-224
241
$614K 0.1%
4,600
242
$611K 0.1%
3,241
-3
243
$604K 0.1%
8,736
+380
244
$602K 0.1%
3,059
-174
245
$601K 0.1%
23,133
246
$599K 0.1%
10,671
247
$594K 0.1%
3,420
+16
248
$590K 0.1%
11,940
-35
249
$587K 0.1%
5,006
-245
250
$587K 0.1%
14,206
8 9
10
11 12