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
$316M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.63M
3
+$2.38M
4
FTNT icon
Fortinet
FTNT
+$1.27M
5
TRV icon
Travelers Companies
TRV
+$622K

Top Sells

1
+$2.88M
2
+$2.79M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.19M

Sector Composition

1 Technology 16.28%
2 Financials 8.32%
3 Healthcare 7.8%
4 Consumer Discretionary 7.68%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.7%
38,980
+2,900
27
$2.21M 0.68%
14,845
-560
28
$2.1M 0.65%
18,929
+2,260
29
$2.06M 0.63%
97,007
-20,517
30
$2.05M 0.63%
36,436
-2,777
31
$1.97M 0.61%
80,211
-3,810
32
$1.92M 0.59%
11,914
-1,535
33
$1.9M 0.59%
43,360
-1,383
34
$1.85M 0.57%
31,347
-2,731
35
$1.84M 0.57%
14,007
+978
36
$1.84M 0.57%
7,606
+164
37
$1.83M 0.57%
54,993
+18,012
38
$1.77M 0.55%
19,583
+820
39
$1.75M 0.54%
73,050
-2,000
40
$1.71M 0.53%
24,124
-424
41
$1.71M 0.53%
24,431
-3,067
42
$1.62M 0.5%
17,959
-4,058
43
$1.58M 0.49%
16,431
+377
44
$1.57M 0.48%
19,495
-524
45
$1.56M 0.48%
81,525
-1,407
46
$1.52M 0.47%
49,076
-2,003
47
$1.5M 0.46%
27,257
+1,556
48
$1.5M 0.46%
44,634
+13,216
49
$1.46M 0.45%
8,450
-182
50
$1.46M 0.45%
69,879
-5,387
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2
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