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
326
$393K 0.05%
5,669
-21
327
$393K 0.05%
7,162
-16
328
$390K 0.05%
3,682
+200
329
$389K 0.05%
17,357
-249
330
$388K 0.05%
+10,552
331
$385K 0.05%
1,480
-110
332
$380K 0.05%
2,350
+63
333
$380K 0.05%
2,326
334
$377K 0.05%
3,119
+212
335
$376K 0.05%
1,827
-33
336
$373K 0.05%
9,776
+3,806
337
$373K 0.05%
1,997
-171
338
$372K 0.05%
4,553
+763
339
$371K 0.05%
+18,847
340
$369K 0.05%
5,443
-209
341
$368K 0.05%
7,256
-8,233
342
$367K 0.05%
66,681
+9,293
343
$367K 0.05%
2,965
344
$364K 0.05%
1,705
345
$363K 0.05%
2,643
346
$363K 0.05%
374
347
$363K 0.05%
+1,498
348
$361K 0.05%
3,731
-244
349
$358K 0.05%
6,166
-450
350
$358K 0.05%
2,682
-105
12 13
14
15 16