IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.04M
3
+$889K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$574K
5
PARA
Paramount Global Class B
PARA
+$572K

Top Sells

1
+$38.6M
2
+$5.16M
3
+$2.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.42M

Sector Composition

1 Technology 18.24%
2 Financials 10.55%
3 Industrials 7.17%
4 Healthcare 5.41%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.59%
30,528
-9,729
52
$1.71M 0.58%
17,149
-1,975
53
$1.64M 0.55%
19,038
-8,626
54
$1.62M 0.55%
12,921
-96
55
$1.61M 0.54%
13,920
+121
56
$1.59M 0.54%
20,353
-9,235
57
$1.58M 0.53%
30,071
-432
58
$1.54M 0.52%
10,604
-266,261
59
$1.51M 0.51%
18,292
-1,050
60
$1.51M 0.51%
32,916
+932
61
$1.5M 0.51%
83,695
62
$1.47M 0.5%
11,281
+16
63
$1.47M 0.5%
43,671
-214
64
$1.46M 0.49%
15,060
+347
65
$1.46M 0.49%
12,044
-4,205
66
$1.4M 0.47%
16,773
-132
67
$1.39M 0.47%
17,860
-112
68
$1.39M 0.47%
51,051
+11
69
$1.37M 0.46%
79,115
+1,023
70
$1.35M 0.46%
22,273
-1,603
71
$1.34M 0.45%
25,535
+213
72
$1.34M 0.45%
14,886
-1,821
73
$1.34M 0.45%
15,966
-6,251
74
$1.32M 0.45%
14,099
+179
75
$1.32M 0.44%
18,804
-4,956
1 2
3
4 5