IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+9.99%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$614M
AUM Growth
+$46.4M
(+8.2%)
Cap. Flow
+$320K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
21.49%
Holding
508
New
31
Increased
137
Reduced
215
Closed
19
Top Buys
| 1 |
Canadian Pacific Kansas City
CP
|
$2.04M |
| 2 |
PARAP
Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock
PARAP
|
$1.33M |
| 3 |
VMW
VMware, Inc
VMW
|
$1.01M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$846K |
| 5 |
KLA
KLAC
|
$589K |
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
$2.62M |
| 2 |
Vanguard Communication Services ETF
VOX
|
$1.04M |
| 3 |
Dell
DELL
|
$1.01M |
| 4 |
Shopify
SHOP
|
$946K |
| 5 |
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% |
