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
26
$4.76M 0.61%
48,158
-234
27
$4.72M 0.61%
112,148
-761
28
$4.58M 0.59%
10,902
+664
29
$4.36M 0.56%
10,445
+26
30
$4.33M 0.56%
20,578
+6,447
31
$4.32M 0.56%
20,747
-75
32
$4.32M 0.56%
24,577
+752
33
$4.23M 0.55%
12,288
-949
34
$4.18M 0.54%
20,268
-55
35
$4.04M 0.52%
17,973
+2,198
36
$3.92M 0.51%
23,877
-1,450
37
$3.89M 0.5%
56,920
-112
38
$3.82M 0.49%
13,684
-272
39
$3.67M 0.47%
20,157
-133
40
$3.51M 0.45%
12,335
-259
41
$3.22M 0.41%
24,270
-740
42
$3.19M 0.41%
11,012
+27
43
$3.16M 0.41%
30,677
+1,093
44
$3.15M 0.41%
15,729
-467
45
$3.1M 0.4%
81,723
-50
46
$3.06M 0.39%
15,878
-1,377
47
$2.96M 0.38%
33,117
-75
48
$2.95M 0.38%
164,653
-11,240
49
$2.93M 0.38%
26,487
-9,547
50
$2.81M 0.36%
9,363
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