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
326
$237K 0.07%
2,623
+49
327
$237K 0.07%
8,150
+1,960
328
$235K 0.07%
8,094
+2,359
329
$234K 0.07%
23,957
-1,225
330
$233K 0.07%
8,566
-614
331
$233K 0.07%
13,254
-437
332
$233K 0.07%
1,624
-153
333
$233K 0.07%
2,923
+53
334
$233K 0.07%
10,294
-1,060
335
$232K 0.07%
1,937
-365
336
$228K 0.07%
39,764
-2,850
337
$227K 0.07%
1,719
-395
338
$227K 0.07%
11,660
+1,160
339
$226K 0.07%
1,593
+16
340
$226K 0.07%
7,794
-1,050
341
$225K 0.07%
1,856
-1,868
342
$225K 0.07%
4,095
-638
343
$222K 0.07%
17,142
-3,016
344
$221K 0.07%
3,221
-2
345
$220K 0.07%
+18,052
346
$219K 0.07%
4,089
-1,052
347
$219K 0.07%
+3,648
348
$219K 0.07%
3,508
-262
349
$219K 0.07%
1,862
350
$215K 0.07%
5,742
-45
12 13
14
15 16