IFWM
Institute for Wealth Management Portfolio holdings
AUM $778M
AUM
$778M
AUM Growth
-$18.4M (-2%)
Cap. Flow
+$46.4M
Cap. Flow % of AUM
5.96%
Top 10 Holdings %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 | $802K | |
| 3 | $691K | |
| 4 | $507K | |
| 5 | $354K |
Sector Composition
| 1 | Technology | 26.9% |
| 2 | Financials | 9.54% |
| 3 | Consumer Discretionary | 8.34% |
| 4 | Industrials | 7.63% |
| 5 | Communication Services | 5.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.38M | 0.31% | 55,435 -1,215 | -2% | -$52.2K | |||
| $2.35M | 0.3% | 16,030 +250 | +2% | +$36.7K | |||
| $2.29M | 0.29% | 52,475 -434 | -0.8% | -$19K | |||
| $2.25M | 0.29% | 4,802 -11 | -0.2% | -$5.16K | |||
| $2.24M | 0.29% | 20,181 +12,079 | +149% | +$1.34M | |||
| $2.21M | 0.28% | 11,054 -57 | -0.5% | -$11.4K | |||
| $2.18M | 0.28% | 90,337 +9,735 | +12% | +$235K | |||
| $2.08M | 0.27% | 8,972 -47 | -0.5% | -$10.9K | |||
| $2.06M | 0.26% | 70,005 -666 | -0.9% | -$19.6K | |||
| $2.03M | 0.26% | 13,187 +7 | +0.1% | +$1.08K | |||
| $2.01M | 0.26% | 7,400 +348 | +5% | +$94.6K | |||
| $2M | 0.26% | 17,134 -144 | -0.8% | -$16.8K | |||
| $2M | 0.26% | 15,068 -168 | -1% | -$22.3K | |||
| $1.99M | 0.26% | 42,372 +6,668 | +19% | +$314K | |||
| $1.98M | 0.25% | 3,529 -43 | -1% | -$24.2K | |||
| $1.97M | 0.25% | 5,366 -137 | -2% | -$50.2K | |||
| $1.89M | 0.24% | 28,540 -341 | -1% | -$22.6K | |||
| $1.89M | 0.24% | 47,820 -838 | -2% | -$33.1K | |||
| $1.88M | 0.24% | 26,713 -66 | -0.3% | -$4.63K | |||
| $1.86M | 0.24% | 19,167 +313 | +2% | +$30.3K | |||
| $1.84M | 0.24% | 40,300 | – | – | |||
| $1.84M | 0.24% | 11,093 -67 | -0.6% | -$11.1K | |||
| $1.82M | 0.23% | 20,735 -431 | -2% | -$37.8K | |||
| $1.81M | 0.23% | 30,883 -700 | -2% | -$41.1K | |||
| $1.8M | 0.23% | 391 +17 | +5% | +$78.3K |
