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
426
$240K 0.04%
+1,470
427
$239K 0.04%
4,665
-1,359
428
$239K 0.04%
7,995
-140
429
$239K 0.04%
4,838
-371
430
$239K 0.04%
+6,795
431
$238K 0.04%
1,980
432
$238K 0.04%
+1,661
433
$236K 0.04%
1,036
+139
434
$235K 0.04%
12,606
-3,583
435
$234K 0.04%
4,494
436
$233K 0.04%
971
-59
437
$233K 0.04%
795
438
$231K 0.04%
+8,582
439
$231K 0.04%
4,883
-409
440
$229K 0.04%
7,692
-38
441
$229K 0.04%
1,390
442
$228K 0.04%
2,488
+329
443
$227K 0.04%
1,350
-100
444
$225K 0.04%
6,278
+6
445
$225K 0.04%
1,055
-375
446
$225K 0.04%
+10,611
447
$224K 0.04%
340
-18
448
$224K 0.04%
+4,700
449
$223K 0.04%
+2,898
450
$221K 0.04%
4,290
16 17
18
19 20