We are live on ! Find out more
IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$4.47M
2
+$2.73M
3
+$2.68M
4
FTNT icon
Fortinet
FTNT
+$1.34M
5
TRV icon
Travelers Companies
TRV
+$779K

Top Sells

1
+$3.34M
2
+$2.88M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.74M
5
ADBE icon
Adobe
ADBE
+$1.27M

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
501
– –
-245
502
– –
-2,272
503
– –
-21
504
– –
-380
505
– –
-3,885
506
– –
-721
507
– –
-2,906
508
– –
-128
509
– –
-2,112
510
– –
-3,063
511
– –
-5,177
512
– –
-50
513
– –
-33
514
– –
-1,601
515
– –
-3,380
516
– –
-2,271
517
– –
-3,150
518
– –
-400
519
– –
-20,020
520
– –
-4,011
521
– –
-9
522
– –
-14
523
– –
-107
524
– –
-1,046
525
– –
-118
19 20
21
22 23