IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
This Quarter Return
-5.49%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$778M
AUM Growth
-$18.4M
Cap. Flow
+$36.8M
Cap. Flow %
4.73%
Top 10 Hldgs %
27.27%
Holding
550
New
45
Increased
135
Reduced
230
Closed
26

Top Buys

1
$6.08M
2
$5.36M
3
$4.58M
4
$3.19M
5
$3.01M

Top Sells

1
$4.21M
2
$3.93M
3
$802K
4
$691K
5
$593K

Sector Composition

1Technology26.78%
2Financials9.54%
3Consumer Discretionary8.34%
4Industrials7.63%
5Communication Services5.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.99M0.38% 29,226
-806
-3%
-$82.5K
$2.97M0.38% 9,363––
$2.87M0.37% 19,756
-100
-0.5%
-$14.5K
$2.84M0.36% 59,605––
$2.77M0.36% 10,332
-59
-0.6%
-$15.8K
$2.71M0.35% 19,380
-671
-3%
-$93.8K
$2.71M0.35% 15,849
-4,041
-20%
-$691K
$2.7M0.35% 59,596
+32,555
+120%
+$1.47M
$2.69M0.35% 16,768
+8,255
+97%
+$1.33M
$2.67M0.34% 17,075
-104
-0.6%
-$16.2K
$2.67M0.34% 28,538
-24
-0.1%
-$2.24K
$2.6M0.33% 15,253
-238
-2%
-$40.6K
$2.58M0.33% 44,379
-603
-1%
-$35.1K
$2.58M0.33% 9,599
+268
+3%
+$72.1K
$2.56M0.33% 12,847
+1,500
+13%
+$299K
$2.54M0.33% 3,193
+571
+22%
+$455K
$2.51M0.32% 38,519
-257
-0.7%
-$16.8K
$2.5M0.32% 61,814
-537
-0.9%
-$21.7K
$2.48M0.32% 26,702
+192
+0.7%
+$17.8K
$2.46M0.32% 9,275
+22
+0.2%
+$5.84K
$2.43M0.31% 75,080
+2,760
+4%
+$89.3K
$2.42M0.31% 17,313
+840
+5%
+$117K
$2.4M0.31% 144,433
-3,424
-2%
-$56.9K
$2.4M0.31% 10,278
-1
-0%
-$233
$2.39M0.31% 158,405
+1,277
+0.8%
+$19.3K
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