IFWM
Institute for Wealth Management Portfolio holdings
AUM $778M
AUM
$778M
AUM Growth
-$18.4M (-2%)
Cap. Flow
+$46.4M
Cap. Flow % of AUM
5.96%
Top 10 Holdings %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 | $802K | |
| 3 | $691K | |
| 4 | $507K | |
| 5 | $354K |
Sector Composition
| 1 | Technology | 26.9% |
| 2 | Financials | 9.54% |
| 3 | Consumer Discretionary | 8.34% |
| 4 | Industrials | 7.63% |
| 5 | Communication Services | 5.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $548K | 0.07% | 2,055 -25 | -1% | -$6.67K | |||
| $544K | 0.07% | 10,502 +234 | +2% | +$12.1K | |||
| $542K | 0.07% | 2,384 +653 | +38% | +$149K | |||
| $540K | 0.07% | 7,144 -39 | -0.5% | -$2.95K | |||
| $540K | 0.07% | 25,156 | – | – | |||
| $538K | 0.07% | 849 | – | – | |||
| $536K | 0.07% | 10,154 +3 | +0% | +$158 | |||
| $530K | 0.07% | 10,759 -263 | -2% | -$12.9K | |||
| $515K | 0.07% | 78,696 -134 | -0.2% | -$878 | |||
| $515K | 0.07% | 53,689 +1,371 | +3% | +$13.1K | |||
| $512K | 0.07% | 56,370 -2,708 | -5% | -$24.6K | |||
| $502K | 0.06% | 758 -18 | -2% | -$11.9K | |||
| $502K | 0.06% | 7,647 +2,332 | +44% | +$153K | |||
| $497K | 0.06% | 4,535 -124 | -3% | -$13.6K | |||
| $496K | 0.06% | 23,868 | – | – | |||
| $491K | 0.06% | 48,910 -8,049 | -14% | -$80.7K | |||
| $490K | 0.06% | 10,710 -6 | -0.1% | -$275 | |||
| $489K | 0.06% | 9,740 | – | – | |||
| $486K | 0.06% | 4,069 +10 | +0.3% | +$1.2K | |||
| $485K | 0.06% | 6,970 -6 | -0.1% | -$417 | |||
| $484K | 0.06% | 6,638 +32 | +0.5% | +$2.33K | |||
| $482K | 0.06% | 6,654 -112 | -2% | -$8.12K | |||
| $479K | 0.06% | 1,829 +1,052 | +135% | +$275K | |||
| $476K | 0.06% | 19,707 -40 | -0.2% | -$965 | |||
| $475K | 0.06% | 4,345 -55 | -1% | -$6.01K |
