IFWM
Institute for Wealth Management Portfolio holdings
AUM
$943M
1-Year Est. Return
24.52%
This Fund
S&P 500
1 Year Est. Return
+24.52%
AUM
$960M
AUM Growth
+$64.1M
(+7.2%)
Holding
604
Top Buys
| 1 | +$1.87M | |
| 2 | +$1.16M | |
| 3 | +$1.14M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.13M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.09M |
Top Sells
| 1 | +$4.43M | |
| 2 | +$2.08M | |
| 3 | +$1.11M | |
| 4 |
HES
Hess
HES
|
+$1.03M |
| 5 |
Vanguard Growth ETF
VUG
|
+$711K |
Sector Composition
| 1 | Technology | 30.57% |
| 2 | Financials | 8.58% |
| 3 | Consumer Discretionary | 7.57% |
| 4 | Industrials | 7.44% |
| 5 | Communication Services | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Novanta
NOVT
$4.81B
| – | – |
-1,564
|
|
||
602
Natera
NTRA
$32.2B
| – | – |
-1,864
|
|
||
603
Otis Worldwide
OTIS
$33.3B
| – | – |
-2,020
|
|
||
|
PARA
604
DELISTED
Paramount Global Class B
PARA
| – | – |
-30,582
|
|