IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
This Quarter Return
-5.49%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$778M
AUM Growth
-$18.4M
Cap. Flow
+$36.8M
Cap. Flow %
4.73%
Top 10 Hldgs %
27.27%
Holding
550
New
45
Increased
135
Reduced
230
Closed
26

Top Buys

1
$6.08M
2
$5.36M
3
$4.58M
4
$3.19M
5
$3.01M

Top Sells

1
$4.21M
2
$3.93M
3
$802K
4
$691K
5
$593K

Sector Composition

1Technology26.78%
2Financials9.54%
3Consumer Discretionary8.34%
4Industrials7.63%
5Communication Services5.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.3M0.68% 29,487
-135
-0.5%
-$24.3K
$5.26M0.67% 8,391
+703
+9%
+$441K
$5.26M0.67% 9,590
-58
-0.6%
-$31.8K
$5.13M0.66% 9,175
-7,534
-45%
-$4.21M
$5.09M0.65% 6,166
-214
-3%
-$177K
$4.77M0.61% 43,188
+5,614
+15%
+$620K
$4.77M0.61% 13,602
-272
-2%
-$95.3K
$4.68M0.6% 47,422
+213
+0.5%
+$21K
$4.66M0.6% 46,597
-5
-0%
-$500
$4.42M0.57% 21,399
+379
+2%
+$78.3K
$4.07M0.52% 24,310
+226
+0.9%
+$37.8K
$4.03M0.52% 19,255
-245
-1%
-$51.3K
$4.02M0.52% 18,997
+674
+4%
+$143K
$4M0.51% 4,284
+7
+0.2%
+$6.53K
$3.9M0.5% 15,897
-60
-0.4%
-$14.7K
$3.79M0.49% 12,155
-142
-1%
-$44.2K
$3.66M0.47% 9,863
-660
-6%
-$245K
$3.58M0.46% 28,934
-1,007
-3%
-$125K
$3.54M0.45% 76,939
-1,597
-2%
-$73.5K
$3.44M0.44% 20,167
+1,090
+6%
+$186K
$3.33M0.43% 79,817
+128
+0.2%
+$5.34K
$3.19M0.41%
+4
 New
+$3.19M
$3.18M0.41% 30,918
-216
-0.7%
-$22.2K
$3.06M0.39% 31,875
-7
-0%
-$672
$3M0.39% 12,311
+1,242
+11%
+$303K
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