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
$316M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.63M
3
+$2.38M
4
FTNT icon
Fortinet
FTNT
+$1.27M
5
TRV icon
Travelers Companies
TRV
+$622K

Top Sells

1
+$2.88M
2
+$2.79M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.19M

Sector Composition

1 Technology 16.28%
2 Financials 8.32%
3 Healthcare 7.8%
4 Consumer Discretionary 7.68%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$294K 0.09%
3,916
-910
277
$294K 0.09%
3,584
+45
278
$294K 0.09%
6,531
-1,842
279
$291K 0.09%
1,964
+35
280
$291K 0.09%
8,753
-438
281
$289K 0.09%
38,488
282
$288K 0.09%
8,455
-395
283
$287K 0.09%
+6,834
284
$287K 0.09%
5,278
-2,035
285
$285K 0.09%
+1,837
286
$284K 0.09%
5,525
-816
287
$280K 0.09%
2,796
-73
288
$280K 0.09%
9,945
-1,470
289
$279K 0.09%
9,462
+540
290
$279K 0.09%
26,902
+670
291
$278K 0.09%
12,311
-111
292
$277K 0.09%
3,081
-360
293
$272K 0.08%
8,105
-556
294
$269K 0.08%
2,496
+170
295
$268K 0.08%
1,412
-7
296
$268K 0.08%
1,986
-106
297
$265K 0.08%
19,182
+989
298
$265K 0.08%
2,659
+67
299
$265K 0.08%
2,046
-41
300
$264K 0.08%
2,081
+3
10 11
12
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