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
251
$584K 0.1%
9,330
252
$584K 0.1%
7,697
253
$584K 0.1%
3,972
-4,519
254
$583K 0.1%
32,804
-48
255
$583K 0.1%
8,023
+367
256
$579K 0.09%
+10,495
257
$579K 0.09%
1,478
-17
258
$577K 0.09%
5,111
-466
259
$574K 0.09%
1,964
260
$574K 0.09%
14,756
+5,175
261
$571K 0.09%
8,977
+1
262
$568K 0.09%
7,871
263
$568K 0.09%
11,275
-40
264
$565K 0.09%
4,028
+2
265
$564K 0.09%
37,312
+287
266
$562K 0.09%
3,349
267
$559K 0.09%
7,253
+770
268
$555K 0.09%
26,372
269
$551K 0.09%
7,441
-100
270
$550K 0.09%
7,595
-149
271
$545K 0.09%
7,761
-130
272
$542K 0.09%
5,835
-87
273
$535K 0.09%
42,500
274
$525K 0.09%
9,740
275
$525K 0.09%
3,399
9 10
11
12 13