IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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
+$55M
2
+$6.47M
3
+$3.08M
4
ARES icon
Ares Management
ARES
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.29M

Top Sells

1
+$1.12M
2
+$1.05M
3
+$417K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$348K
5
IRDM icon
Iridium Communications
IRDM
+$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
501
$14.7K ﹤0.01%
667
502
– –
-21,467
503
– –
-2,497
504
– –
-4,269
505
– –
-18,338
506
– –
-3,812
507
– –
-849
508
– –
-20,168
509
– –
-5,100
510
– –
-4,089
511
– –
-1,455
512
– –
-16,981
513
– –
-2,303
514
– –
-10,192
515
– –
-2,348
516
– –
-3,683
517
– –
-3,175
518
– –
-19,360
519
– –
-4,930
520
– –
-5,920
521
– –
-2,645
522
– –
-2,802
523
– –
-6,834
524
– –
-13,225
525
– –
-4,396
18 19 20
21
22