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
251
$346K 0.11%
9,222
-870
252
$344K 0.11%
8,790
+646
253
$342K 0.11%
29,000
-130
254
$337K 0.1%
7,424
-191
255
$334K 0.1%
3,339
256
$334K 0.1%
3,471
-1,604
257
$330K 0.1%
11,279
+1,026
258
$325K 0.1%
6,553
-1,200
259
$322K 0.1%
20,857
-210
260
$321K 0.1%
3,987
-2,740
261
$319K 0.1%
7,650
-1,110
262
$318K 0.1%
12,558
-753
263
$318K 0.1%
9,195
-837
264
$317K 0.1%
9,725
-435
265
$317K 0.1%
1,207
+25
266
$316K 0.1%
65,451
-2,361
267
$315K 0.1%
18,314
+2,395
268
$312K 0.1%
+3,357
269
$311K 0.1%
1,725
+30
270
$310K 0.1%
10,883
-15
271
$310K 0.1%
2,690
272
$299K 0.09%
22,134
+260
273
$297K 0.09%
+1,356
274
$297K 0.09%
14,446
-522
275
$296K 0.09%
9,537
-3,760
9 10
11
12 13