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
301
$441K 0.07%
1,827
302
$438K 0.07%
8,071
-38
303
$437K 0.07%
1,620
304
$436K 0.07%
3,137
-80
305
$430K 0.07%
2,604
306
$429K 0.07%
4,827
-237
307
$427K 0.07%
4,882
-97
308
$426K 0.07%
1,091
+132
309
$424K 0.07%
5,211
+279
310
$416K 0.07%
8,662
-95
311
$415K 0.07%
2,721
-20
312
$413K 0.07%
6,204
+1,560
313
$411K 0.07%
2,939
+415
314
$408K 0.07%
7,395
-161
315
$408K 0.07%
3,000
316
$404K 0.07%
9,002
-248
317
$399K 0.07%
11,030
-402
318
$391K 0.06%
17,667
-450
319
$391K 0.06%
2,953
-27
320
$388K 0.06%
8,738
-20
321
$388K 0.06%
27,419
-350
322
$388K 0.06%
3,462
-15
323
$386K 0.06%
38,667
-492
324
$383K 0.06%
6,576
-5,125
325
$382K 0.06%
2,440
-390
11 12
13
14 15