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
$772M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$5.79M
3
+$3.19M
4
ARES icon
Ares Management
ARES
+$1.84M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$1.39M
2
+$1.06M
3
+$417K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$348K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$330K

Sector Composition

1 Technology 24.55%
2 Financials 7.54%
3 Consumer Discretionary 7.44%
4 Industrials 6.67%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$681K 0.09%
3,633
227
$678K 0.09%
24,422
+163
228
$666K 0.09%
4,221
-353
229
$664K 0.09%
59,465
+16,704
230
$663K 0.09%
12,186
+7,923
231
$656K 0.08%
1,222
+139
232
$650K 0.08%
6,105
+205
233
$648K 0.08%
14,267
-574
234
$646K 0.08%
5,962
+15
235
$646K 0.08%
1,152
-6
236
$645K 0.08%
5,549
-609
237
$640K 0.08%
3,927
-355
238
$637K 0.08%
13,531
+768
239
$634K 0.08%
8,196
+209
240
$633K 0.08%
1,611
-17
241
$632K 0.08%
5,004
-32
242
$632K 0.08%
9,235
+66
243
$625K 0.08%
12,535
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244
$618K 0.08%
8,539
+1,431
245
$615K 0.08%
3,015
+1,842
246
$613K 0.08%
11,863
+54
247
$608K 0.08%
10,500
+58
248
$602K 0.08%
10,393
+6
249
$601K 0.08%
13,738
+78
250
$600K 0.08%
2,311
-21
8 9
10
11 12