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

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
-4,396
Closed
-$246K
-3,531
Closed
-$278K
-1,125
Closed
-$213K
-3,159
Closed
-$593K
-3,008
Closed
-$208K
-2,310
Closed
-$202K
-2,502
Closed
-$201K
-5,004
Closed
-$202K
-580,997
Closed
-$3.93M
-5,819
Closed
-$207K
-7,261
Closed
-$223K
-3,012
Closed
-$202K
-1,679
Closed
-$213K
-1,697
Closed
-$324K
-2,374
Closed
-$317K
-1,144
Closed
-$240K
-294
Closed
-$205K
-14,956
Closed
-$319K
-11,240
Closed
-$60.5K
-66,886
Closed
-$110K
-4,819
Closed
-$205K
-3,045
Closed
-$243K
-2,898
Closed
-$246K
-12,988
Closed
-$108K
-27,485
Closed
-$238K