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
401
$272K 0.04%
10,299
402
$271K 0.04%
5,681
-16
403
$270K 0.04%
1,086
404
$266K 0.04%
2,321
405
$266K 0.04%
2,296
406
$264K 0.04%
2,861
-293
407
$263K 0.04%
10,517
-286
408
$262K 0.04%
1,170
+376
409
$260K 0.04%
8,011
410
$259K 0.04%
+1,561
411
$258K 0.04%
2,105
-85
412
$257K 0.04%
5,019
413
$256K 0.04%
872
414
$253K 0.04%
676
-55
415
$252K 0.04%
1,113
416
$250K 0.04%
2,636
+23
417
$250K 0.04%
5,636
-120
418
$249K 0.04%
2,861
-6
419
$248K 0.04%
1,821
420
$247K 0.04%
4,770
-59
421
$246K 0.04%
1,904
-12
422
$244K 0.04%
4,476
423
$241K 0.04%
6,782
424
$241K 0.04%
+711
425
$240K 0.04%
+2,066
15 16
17
18 19