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
276
$521K 0.07%
3,024
+24
277
$521K 0.07%
10,586
-1,622
278
$520K 0.07%
25,170
-1
279
$515K 0.07%
2,062
-146
280
$512K 0.07%
5,516
281
$509K 0.07%
24,205
282
$508K 0.07%
9,133
+1,010
283
$507K 0.07%
2,928
-45
284
$506K 0.07%
4,410
285
$505K 0.07%
7,348
+2,171
286
$502K 0.06%
1,082
+95
287
$502K 0.06%
42,673
-2,257
288
$500K 0.06%
5,234
289
$500K 0.06%
69,890
+804
290
$498K 0.06%
11,135
291
$493K 0.06%
60,685
-17
292
$491K 0.06%
+66,928
293
$489K 0.06%
12,585
-669
294
$481K 0.06%
13,995
+4,780
295
$479K 0.06%
3,494
296
$477K 0.06%
4,924
+1,334
297
$476K 0.06%
4,530
+1
298
$475K 0.06%
5,951
-122
299
$472K 0.06%
7,716
+1,538
300
$469K 0.06%
10,903
+100
10 11
12
13 14