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
$772M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$5.79M
3
+$3.19M
4
ARES icon
Ares Management
ARES
+$1.84M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$1.39M
2
+$1.06M
3
+$417K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$348K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$330K

Sector Composition

1 Technology 24.55%
2 Financials 7.54%
3 Consumer Discretionary 7.44%
4 Industrials 6.67%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.36%
61,231
52
$2.73M 0.35%
28,942
+1,468
53
$2.71M 0.35%
9,006
+18
54
$2.7M 0.35%
40,331
+2,001
55
$2.69M 0.35%
72,444
-28
56
$2.67M 0.34%
17,559
-437
57
$2.58M 0.33%
25,615
+380
58
$2.57M 0.33%
42,300
+320
59
$2.56M 0.33%
151,650
+19,286
60
$2.56M 0.33%
45,937
-182
61
$2.47M 0.32%
19,633
-370
62
$2.46M 0.32%
12,200
+38
63
$2.45M 0.32%
9,633
-39
64
$2.45M 0.32%
9,039
65
$2.41M 0.31%
62,670
-307
66
$2.39M 0.31%
28,287
-1,270
67
$2.38M 0.31%
26,955
+82
68
$2.36M 0.3%
56,048
+583
69
$2.33M 0.3%
13,779
+98
70
$2.32M 0.3%
16,336
+670
71
$2.22M 0.29%
7,109
72
$2.21M 0.29%
53,827
+384
73
$2.19M 0.28%
16,652
-89
74
$2.15M 0.28%
9,429
-46
75
$2.14M 0.28%
52,417
-3,412
1 2
3
4 5