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
26
$4.05M 0.66%
103,335
+11,865
27
$3.79M 0.62%
10,542
+186
28
$3.76M 0.61%
35,532
-1,181
29
$3.61M 0.59%
9,442
+67
30
$3.57M 0.58%
20,552
+334
31
$3.5M 0.57%
56,078
+458
32
$3.34M 0.54%
21,259
-111
33
$3.32M 0.54%
85,126
+2,836
34
$3.23M 0.53%
20,515
+540
35
$3.2M 0.52%
87,420
-840
36
$3.17M 0.52%
52,113
-2,989
37
$3.16M 0.52%
39,161
-399
38
$3.11M 0.51%
10,416
-962
39
$3.09M 0.5%
18,565
-7
40
$3.09M 0.5%
13,724
+188
41
$3.07M 0.5%
14,177
+199
42
$3.07M 0.5%
73,248
-45
43
$3.04M 0.5%
18,830
+645
44
$3.02M 0.49%
22,305
+19
45
$2.88M 0.47%
14,323
+314
46
$2.87M 0.47%
13,380
+34
47
$2.84M 0.46%
8,651
+141
48
$2.79M 0.45%
25,280
+277
49
$2.79M 0.45%
74,196
-91
50
$2.76M 0.45%
10,692
-83
1
2
3 4 5