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
$316M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.63M
3
+$2.38M
4
FTNT icon
Fortinet
FTNT
+$1.27M
5
TRV icon
Travelers Companies
TRV
+$622K

Top Sells

1
+$2.88M
2
+$2.79M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.19M

Sector Composition

1 Technology 16.28%
2 Financials 8.32%
3 Healthcare 7.8%
4 Consumer Discretionary 7.68%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.34%
4
77
$1.06M 0.33%
7,651
-271
78
$1.05M 0.32%
18,100
-3,860
79
$1.04M 0.32%
15,310
-109
80
$1.03M 0.32%
41,945
-555
81
$1.03M 0.32%
29,251
-67
82
$1.02M 0.32%
5,606
+362
83
$1.02M 0.31%
5,470
-1,154
84
$1.01M 0.31%
22,037
-320
85
$998K 0.31%
21,455
-630
86
$975K 0.3%
13,264
-2,740
87
$960K 0.3%
11,212
-465
88
$952K 0.29%
16,030
-94
89
$922K 0.28%
26,400
-945
90
$921K 0.28%
3,871
-749
91
$916K 0.28%
18,951
-46
92
$912K 0.28%
8,863
-2,559
93
$891K 0.27%
5,907
+687
94
$882K 0.27%
6,727
+222
95
$875K 0.27%
75,623
-2,593
96
$873K 0.27%
168,909
-54,812
97
$869K 0.27%
35,393
+561
98
$866K 0.27%
7,140
+2,383
99
$859K 0.26%
5,814
-108
100
$858K 0.26%
19,628
-2,195
2 3
4
5 6