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
401
$283K 0.04%
340
-31
402
$283K 0.04%
5,273
-799
403
$282K 0.04%
37,885
+16,070
404
$278K 0.04%
14,287
405
$276K 0.04%
3,113
+658
406
$274K 0.04%
+12,130
407
$274K 0.04%
19,925
-6,167
408
$274K 0.04%
4,169
409
$272K 0.04%
+3,663
410
$270K 0.03%
2,000
411
$269K 0.03%
+13,775
412
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11,589
-334
413
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1,984
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414
$264K 0.03%
4,675
415
$263K 0.03%
+9,408
416
$262K 0.03%
23,535
-1,438
417
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+1,510
418
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16,039
419
$256K 0.03%
14,414
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420
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3,716
-687
421
$256K 0.03%
53,139
+16
422
$255K 0.03%
3,193
+487
423
$254K 0.03%
6,598
-72
424
$252K 0.03%
2,747
+162
425
$251K 0.03%
1,086
-28
15 16
17
18 19