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
326
$382K 0.06%
6,952
-155
327
$381K 0.06%
478
+35
328
$380K 0.06%
2,710
+237
329
$379K 0.06%
20,150
-127
330
$377K 0.06%
1,557
331
$375K 0.06%
6,690
332
$374K 0.06%
3,464
-40
333
$369K 0.06%
14,208
+531
334
$363K 0.06%
38,488
335
$362K 0.06%
1,217
336
$359K 0.06%
2,720
-19
337
$356K 0.06%
7,587
-424
338
$355K 0.06%
4,955
-1,293
339
$352K 0.06%
1,998
340
$352K 0.06%
2,970
-350
341
$352K 0.06%
1,382
-247
342
$351K 0.06%
1,495
343
$350K 0.06%
4,159
+127
344
$349K 0.06%
3,047
-84
345
$344K 0.06%
13,156
-33
346
$342K 0.06%
4,868
-96
347
$341K 0.06%
2,897
348
$341K 0.06%
6,893
+2,010
349
$341K 0.06%
985
+13
350
$340K 0.06%
1,386
12 13
14
15 16