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
351
$340K 0.06%
4,396
352
$337K 0.05%
4,491
-25
353
$336K 0.05%
7,086
+5
354
$335K 0.05%
4,974
-163
355
$332K 0.05%
3,486
-516
356
$330K 0.05%
1,339
357
$330K 0.05%
2,740
358
$329K 0.05%
2,551
359
$327K 0.05%
15,214
-958
360
$327K 0.05%
1,162
-190
361
$326K 0.05%
242
+50
362
$326K 0.05%
4,753
-15
363
$325K 0.05%
1,797
+20
364
$320K 0.05%
4,825
-220
365
$317K 0.05%
7,250
366
$315K 0.05%
6,225
-20
367
$314K 0.05%
2,298
368
$313K 0.05%
1,374
-25
369
$311K 0.05%
4,000
370
$311K 0.05%
3,006
-25
371
$309K 0.05%
3,624
372
$308K 0.05%
9,686
373
$308K 0.05%
4,552
374
$305K 0.05%
1,305
+222
375
$304K 0.05%
2,631
13 14
15
16 17