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
351
$214K 0.07%
1,567
-64
352
$213K 0.07%
+4,367
353
$212K 0.07%
92,329
-19,645
354
$212K 0.07%
7,448
-4,687
355
$211K 0.07%
4,115
+1,390
356
$210K 0.06%
2,358
-300
357
$208K 0.06%
8,101
-535
358
$206K 0.06%
2,829
+124
359
$205K 0.06%
8,650
-220
360
$204K 0.06%
5,446
-24
361
$203K 0.06%
6,728
-204
362
$202K 0.06%
3,488
+1,171
363
$201K 0.06%
10,339
-407
364
$201K 0.06%
10,943
-200
365
$201K 0.06%
2,308
-386
366
$201K 0.06%
7,116
+125
367
$200K 0.06%
4,893
+96
368
$183K 0.06%
21,942
+1,250
369
$172K 0.05%
13,974
-24
370
$166K 0.05%
10,707
-1,925
371
$166K 0.05%
5,936
-704
372
$154K 0.05%
+11,084
373
$143K 0.04%
11,369
-700
374
$142K 0.04%
21,756
375
$134K 0.04%
24,055
-4,704
13 14
15
16 17