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
301
$262K 0.08%
3,699
+1,563
302
$262K 0.08%
11,886
-893
303
$261K 0.08%
5,650
+131
304
$258K 0.08%
1,291
-244
305
$257K 0.08%
5,477
-346
306
$257K 0.08%
8,340
+185
307
$255K 0.08%
2,780
-10
308
$253K 0.08%
14,237
-857
309
$253K 0.08%
3,762
+166
310
$251K 0.08%
8,224
-115
311
$251K 0.08%
6,047
312
$250K 0.08%
7,985
-1,733
313
$250K 0.08%
880
-92
314
$248K 0.08%
8,229
-525
315
$248K 0.08%
3,760
316
$246K 0.08%
12,750
-1,350
317
$245K 0.08%
8,552
+1,265
318
$245K 0.08%
11,526
-2,614
319
$244K 0.08%
10,927
-161
320
$243K 0.07%
4,227
+1,109
321
$241K 0.07%
1,047
-5
322
$240K 0.07%
10,203
+1,004
323
$239K 0.07%
5,406
-683
324
$237K 0.07%
18,217
-875
325
$237K 0.07%
1,917
-151
11 12
13
14 15