IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.04M
3
+$889K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$574K
5
PARA
Paramount Global Class B
PARA
+$572K

Top Sells

1
+$38.6M
2
+$5.16M
3
+$2.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.42M

Sector Composition

1 Technology 18.24%
2 Financials 10.55%
3 Industrials 7.17%
4 Healthcare 5.41%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.86%
18,530
+53
27
$2.54M 0.86%
10,886
+37
28
$2.5M 0.84%
101,310
-7,965
29
$2.27M 0.76%
19,568
-2,380
30
$2.23M 0.75%
19,273
-889
31
$2.23M 0.75%
28,516
-1,206
32
$2.17M 0.73%
29,029
-3,271
33
$2.1M 0.71%
+74,684
34
$2.08M 0.7%
14,677
-7,585
35
$2.07M 0.7%
73,627
-4,947
36
$2.06M 0.69%
28,460
-2,766
37
$2.05M 0.69%
64,688
+1,800
38
$2.04M 0.69%
+69,514
39
$1.99M 0.67%
43,433
-884
40
$1.98M 0.67%
11,787
+6
41
$1.97M 0.67%
17,817
-7,207
42
$1.96M 0.66%
483,235
-1,330
43
$1.89M 0.64%
12,689
+216
44
$1.89M 0.64%
28,412
+500
45
$1.8M 0.61%
23,635
-1,526
46
$1.79M 0.61%
42,634
+1,704
47
$1.79M 0.6%
33,541
-6,699
48
$1.78M 0.6%
39,208
+1,305
49
$1.77M 0.6%
24,791
-11,387
50
$1.76M 0.59%
35,537
-122
1
2
3 4 5