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
451
$225K 0.03%
5,488
452
$224K 0.03%
879
-159
453
$224K 0.03%
+4,863
454
$224K 0.03%
415
-1
455
$223K 0.03%
7,636
456
$221K 0.03%
2,896
-1,250
457
$221K 0.03%
4,642
-16
458
$221K 0.03%
+4,465
459
$221K 0.03%
5,062
-129
460
$220K 0.03%
1,995
-12
461
$219K 0.03%
1,780
-173
462
$218K 0.03%
+4,189
463
$217K 0.03%
8,302
-10,153
464
$216K 0.03%
+4,556
465
$216K 0.03%
1,281
466
$215K 0.03%
3,045
+136
467
$215K 0.03%
4,290
468
$215K 0.03%
2,165
-172
469
$214K 0.03%
+1,250
470
$212K 0.03%
+1,815
471
$211K 0.03%
812
-19
472
$209K 0.03%
+2,484
473
$208K 0.03%
4,417
-22
474
$207K 0.03%
+2,380
475
$206K 0.03%
+2,200
17 18
19
20 21