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
376
$303K 0.05%
3,175
377
$302K 0.05%
6,834
-355
378
$299K 0.05%
14,152
379
$298K 0.05%
1,198
+38
380
$298K 0.05%
1,744
-222
381
$297K 0.05%
+2,114
382
$295K 0.05%
1,304
-35
383
$294K 0.05%
+2,235
384
$294K 0.05%
5,264
-1,009
385
$289K 0.05%
15,916
-1,125
386
$289K 0.05%
1,920
387
$288K 0.05%
3,400
-362
388
$286K 0.05%
11,286
-696
389
$285K 0.05%
657
-33
390
$284K 0.05%
3,617
-27
391
$283K 0.05%
11,725
-34
392
$282K 0.05%
8,115
-3,750
393
$280K 0.05%
7,166
-317
394
$279K 0.05%
790
+212
395
$277K 0.05%
7,900
+300
396
$277K 0.05%
2,100
397
$276K 0.05%
4,176
398
$275K 0.04%
3,497
+451
399
$275K 0.04%
23,772
-95
400
$275K 0.04%
3,151
-130
14 15
16
17 18