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
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$514K 0.08%
561
277
$513K 0.08%
5,678
278
$506K 0.08%
10,868
-75
279
$506K 0.08%
8,093
+186
280
$502K 0.08%
2,302
-29
281
$502K 0.08%
16,653
-141
282
$500K 0.08%
8,545
-18
283
$499K 0.08%
10,207
284
$490K 0.08%
3,308
+467
285
$485K 0.08%
283,565
286
$484K 0.08%
26,927
287
$483K 0.08%
9,265
-1,506
288
$483K 0.08%
3,615
-314
289
$480K 0.08%
12,888
-1,513
290
$479K 0.08%
10,140
-369
291
$479K 0.08%
9,734
+425
292
$463K 0.08%
2,311
293
$459K 0.07%
7,760
+11
294
$459K 0.07%
7,496
-545
295
$451K 0.07%
23,362
-69
296
$450K 0.07%
1,838
297
$447K 0.07%
947
-38
298
$445K 0.07%
1,079
299
$444K 0.07%
6,669
-200
300
$441K 0.07%
1,570
+3
10 11
12
13 14