IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
This Quarter Return
-5.49%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$778M
AUM Growth
-$18.4M
Cap. Flow
+$36.8M
Cap. Flow %
4.73%
Top 10 Hldgs %
27.27%
Holding
550
New
45
Increased
135
Reduced
230
Closed
26

Top Buys

1
$6.08M
2
$5.36M
3
$4.58M
4
$3.19M
5
$3.01M

Top Sells

1
$4.21M
2
$3.93M
3
$802K
4
$691K
5
$593K

Sector Composition

1Technology26.78%
2Financials9.54%
3Consumer Discretionary8.34%
4Industrials7.63%
5Communication Services5.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$638K0.08% 7,641
-205
-3%
-$17.1K
$634K0.08% 4,773
-60
-1%
-$7.97K
$628K0.08% 12,197––
$624K0.08% 9,752
+95
+1%
+$6.08K
$616K0.08% 2,015
-472
-19%
-$144K
$611K0.08% 2,794
-126
-4%
-$27.6K
$608K0.08% 7,698
+69
+0.9%
+$5.45K
$607K0.08% 311
+10
+3%
+$19.5K
$599K0.08% 4,532––
$587K0.08% 9,910––
$587K0.08% 9,331
-40
-0.4%
-$2.52K
$586K0.08% 3,394
-527
-13%
-$91K
$580K0.07% 22,884
-191
-0.8%
-$4.84K
$580K0.07% 3,347
-254
-7%
-$44K
$576K0.07% 2,781
-42
-1%
-$8.7K
$573K0.07% 13,202
+169
+1%
+$7.34K
$570K0.07% 5,704
-288
-5%
-$28.8K
$569K0.07% 6,444
-110
-2%
-$9.72K
$564K0.07% 7,849
+4
+0.1%
+$287
$563K0.07% 2,990
-9
-0.3%
-$1.69K
$560K0.07% 48,945
-19,600
-29%
-$224K
$554K0.07% 3,298––
$551K0.07% 3,195
+351
+12%
+$60.5K
$550K0.07% 3,768
-105
-3%
-$15.3K
$550K0.07% 2,164––
1 91011121322