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
476
$206K 0.03%
30,028
+16,103
477
$206K 0.03%
+1,416
478
$205K 0.03%
4,792
-346
479
$204K 0.03%
17,530
-3,803
480
$204K 0.03%
+776
481
$203K 0.03%
2,186
-1,633
482
$203K 0.03%
+567
483
$201K 0.03%
30,923
484
$201K 0.03%
+1,152
485
$200K 0.03%
+197
486
$200K 0.03%
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487
$200K 0.03%
+824
488
$197K 0.03%
5,512
-1,620
489
$196K 0.03%
20,700
-204
490
$173K 0.02%
14,775
491
$166K 0.02%
18,179
492
$158K 0.02%
13,804
493
$149K 0.02%
15,400
494
$149K 0.02%
15,100
495
$141K 0.02%
+11,610
496
$110K 0.01%
19,786
+2,814
497
$107K 0.01%
12,988
498
$99.2K 0.01%
40,158
+1,070
499
$73K 0.01%
+11,600
500
$62K 0.01%
11,233
18 19
20
21 22