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
376
$318K 0.04%
2,424
377
$311K 0.04%
10,248
+1,807
378
$309K 0.04%
2,330
379
$309K 0.04%
5,352
380
$306K 0.04%
+7,491
381
$305K 0.04%
3,358
+1
382
$304K 0.04%
2,832
+18
383
$301K 0.04%
4,195
-230
384
$301K 0.04%
5,997
-154
385
$299K 0.04%
4,148
-28
386
$299K 0.04%
19,600
387
$298K 0.04%
3,673
388
$297K 0.04%
3,945
389
$296K 0.04%
3,839
-1,056
390
$295K 0.04%
+2,275
391
$294K 0.04%
3,218
-315
392
$293K 0.04%
11,500
393
$293K 0.04%
6,849
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394
$293K 0.04%
2,229
395
$290K 0.04%
43,590
+4,580
396
$289K 0.04%
1,323
397
$287K 0.04%
2,709
398
$286K 0.04%
2,058
+200
399
$286K 0.04%
1,066
-20
400
$286K 0.04%
+1,482
14 15
16
17 18