IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
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
+$4.03M
2
+$2.63M
3
+$2.38M
4
FTNT icon
Fortinet
FTNT
+$1.27M
5
TRV icon
Travelers Companies
TRV
+$622K

Top Sells

1
+$2.88M
2
+$2.79M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.19M

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
51
$1.44M 0.45%
65,596
+196
52
$1.38M 0.42%
25,623
-580
53
$1.35M 0.42%
8,155
-171
54
$1.3M 0.4%
15,765
-194
55
$1.3M 0.4%
10,223
-121
56
$1.3M 0.4%
70,285
-870
57
$1.29M 0.4%
8,368
+1,057
58
$1.28M 0.39%
13,788
-61
59
$1.27M 0.39%
+62,725
60
$1.26M 0.39%
3,369
-3,140
61
$1.26M 0.39%
16,524
+451
62
$1.25M 0.39%
41,819
-500
63
$1.25M 0.39%
23,140
-534
64
$1.22M 0.38%
54,812
-7,176
65
$1.22M 0.37%
28,852
-243
66
$1.18M 0.37%
8,221
-494
67
$1.18M 0.36%
9,987
-644
68
$1.16M 0.36%
32,995
-3,977
69
$1.16M 0.36%
19,770
-380
70
$1.16M 0.36%
33,981
-2,238
71
$1.16M 0.36%
29,507
+396
72
$1.16M 0.36%
59,290
-910
73
$1.14M 0.35%
33,159
+4,998
74
$1.13M 0.35%
22,987
+5,076
75
$1.11M 0.34%
19,907
+369
1 2
3
4 5