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
451
$220K 0.04%
+2,653
452
$220K 0.04%
+2,355
453
$220K 0.04%
+4,460
454
$219K 0.04%
21,756
455
$218K 0.04%
10,256
-825
456
$218K 0.04%
4,344
-565
457
$216K 0.04%
+962
458
$215K 0.04%
+7,413
459
$215K 0.04%
+581
460
$213K 0.03%
1,879
-94
461
$213K 0.03%
+4,436
462
$211K 0.03%
2,743
-280
463
$209K 0.03%
+688
464
$208K 0.03%
5,254
-545
465
$208K 0.03%
+673
466
$207K 0.03%
+4,706
467
$206K 0.03%
+3,712
468
$206K 0.03%
+2,486
469
$206K 0.03%
1,280
470
$203K 0.03%
+4,263
471
$203K 0.03%
2,688
-306
472
$202K 0.03%
307
473
$202K 0.03%
+7,811
474
$202K 0.03%
+1,249
475
$189K 0.03%
5,121
-31
17 18
19
20 21