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
351
$355K 0.05%
10,759
-23
352
$350K 0.05%
1,875
-168
353
$347K 0.04%
4,957
+7
354
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1,463
355
$343K 0.04%
1,385
356
$343K 0.04%
15,315
+25
357
$339K 0.04%
1,591
+131
358
$339K 0.04%
1,938
359
$338K 0.04%
3,577
-82
360
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2,716
361
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4,801
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362
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-24
363
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8,791
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364
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+53,419
365
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219
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366
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1,990
-1,957
367
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20,017
368
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13,690
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369
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8,359
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370
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4,211
-2,918
371
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4,009
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372
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4,104
-853
373
$321K 0.04%
4,908
-14
374
$320K 0.04%
6,687
-261
375
$320K 0.04%
10,804
-64
13 14
15
16 17