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
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$812K

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 10.17%
3 Financials 8.82%
4 Industrials 6.62%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.44%
18,780
+280
52
$2.66M 0.43%
8,016
-2
53
$2.63M 0.43%
6,336
+4
54
$2.63M 0.43%
14,353
+83
55
$2.62M 0.43%
10,122
+40
56
$2.6M 0.42%
16,430
-41
57
$2.6M 0.42%
9,363
58
$2.45M 0.4%
9,630
+403
59
$2.44M 0.4%
49,917
+1,892
60
$2.41M 0.39%
28,855
+2,477
61
$2.38M 0.39%
39,590
+10
62
$2.35M 0.38%
68,565
-150
63
$2.3M 0.37%
62,260
64
$2.27M 0.37%
17,572
-3
65
$2.19M 0.36%
37,395
+100
66
$2.16M 0.35%
9,440
+312
67
$2.16M 0.35%
39,636
+1,779
68
$2.12M 0.35%
30,685
69
$2.12M 0.34%
41,415
-2,961
70
$2.1M 0.34%
3,236
-27
71
$2.1M 0.34%
22,586
+2,563
72
$2.04M 0.33%
+28,359
73
$2.04M 0.33%
34,459
-197
74
$2.02M 0.33%
17,405
-1,326
75
$1.97M 0.32%
8,859
+3,802
1 2
3
4 5