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
251
$596K 0.08%
3,363
-49
252
$594K 0.08%
4,019
+1
253
$592K 0.08%
10,678
-170
254
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3,377
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255
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2,885
-36
256
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16,365
+22
257
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1,005
-177
258
$583K 0.08%
1,116
259
$583K 0.08%
2,387
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260
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13,041
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261
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3,686
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262
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263
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1,971
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264
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12,842
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265
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266
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267
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268
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269
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10,146
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270
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271
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272
$532K 0.07%
2,691
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273
$532K 0.07%
32,655
+600
274
$529K 0.07%
42,500
275
$529K 0.07%
1,121
-5
9 10
11
12 13