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
426
$250K 0.03%
1,578
-1,790
427
$249K 0.03%
+2,553
428
$248K 0.03%
+5,062
429
$247K 0.03%
564
430
$247K 0.03%
4,162
431
$246K 0.03%
4,365
432
$245K 0.03%
2,502
-70
433
$244K 0.03%
40,068
+20,522
434
$242K 0.03%
1,408
-36
435
$241K 0.03%
12,179
-243
436
$240K 0.03%
6,188
437
$240K 0.03%
798
-160
438
$238K 0.03%
496
439
$236K 0.03%
1,910
-178
440
$236K 0.03%
1,913
441
$236K 0.03%
+6,068
442
$234K 0.03%
+5,957
443
$233K 0.03%
+5,988
444
$231K 0.03%
+721
445
$231K 0.03%
+912
446
$229K 0.03%
26,252
-3,190
447
$228K 0.03%
+15,797
448
$228K 0.03%
+4,635
449
$228K 0.03%
5,121
-595
450
$225K 0.03%
+17,729
16 17
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