IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.04M
3
+$889K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$574K
5
PARA
Paramount Global Class B
PARA
+$572K

Top Sells

1
+$38.6M
2
+$5.16M
3
+$2.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.42M

Sector Composition

1 Technology 18.24%
2 Financials 10.55%
3 Industrials 7.17%
4 Healthcare 5.41%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.44%
234,619
-475
77
$1.3M 0.44%
27,714
-2,145
78
$1.3M 0.44%
11,694
-5,380
79
$1.29M 0.44%
43,564
+1,705
80
$1.29M 0.44%
25,518
-1,712
81
$1.29M 0.43%
12,085
-277
82
$1.28M 0.43%
10,927
+126
83
$1.23M 0.42%
25,500
-9,626
84
$1.22M 0.41%
20,238
-72
85
$1.22M 0.41%
13,320
+40
86
$1.22M 0.41%
14,370
-87
87
$1.21M 0.41%
22,221
+243
88
$1.21M 0.41%
19,580
-80
89
$1.21M 0.41%
26,989
-4,947
90
$1.16M 0.39%
27,106
+662
91
$1.15M 0.39%
10,360
-543
92
$1.15M 0.39%
10,598
-1,023
93
$1.14M 0.39%
18,604
-448
94
$1.11M 0.38%
24,283
+995
95
$1.11M 0.38%
10,958
-629
96
$1.09M 0.37%
20,181
-33
97
$1.06M 0.36%
113,447
-75,983
98
$1.04M 0.35%
19,169
-8,307
99
$1.03M 0.35%
17,079
-1,199
100
$996K 0.34%
176,404
-19,545
2 3
4
5 6