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
376
$129K 0.04%
16,235
-198
377
$123K 0.04%
10,425
-157
378
$114K 0.04%
21,424
-1,264
379
$108K 0.03%
10,717
380
$104K 0.03%
9,019
+1,900
381
$101K 0.03%
12,644
+426
382
$96K 0.03%
10,300
-250
383
$91K 0.03%
18,085
-14,803
384
$90K 0.03%
6,005
+581
385
$88K 0.03%
11,258
+347
386
$83K 0.03%
+11,529
387
$81K 0.03%
17,500
388
$75K 0.02%
13,174
-3,400
389
$74K 0.02%
11,578
390
$61K 0.02%
+3,333
391
$56K 0.02%
11,980
392
$50K 0.02%
11,845
-844
393
$47K 0.01%
10,140
-423
394
$9K ﹤0.01%
30
395
– –
-636
396
– –
-4,776
397
– –
-9,828
398
– –
-1,235
399
– –
-1,264
400
– –
-189
14 15
16
17 18