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
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$812K

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 10.17%
3 Financials 8.82%
4 Industrials 6.62%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.32%
27,650
77
$1.94M 0.32%
13,501
-151
78
$1.94M 0.32%
7,032
-48
79
$1.93M 0.32%
9,122
-226
80
$1.84M 0.3%
3,850
-150
81
$1.81M 0.29%
21,331
-2,134
82
$1.8M 0.29%
4
83
$1.76M 0.29%
20,210
-57
84
$1.76M 0.29%
10,302
+27
85
$1.76M 0.29%
17,905
-132
86
$1.73M 0.28%
34,442
-87
87
$1.68M 0.27%
30,261
-88
88
$1.66M 0.27%
10,162
-86
89
$1.66M 0.27%
6,231
-249
90
$1.66M 0.27%
24,890
+300
91
$1.65M 0.27%
27,310
+1,116
92
$1.64M 0.27%
24,894
+1,398
93
$1.64M 0.27%
17,664
-54
94
$1.63M 0.26%
40,910
95
$1.62M 0.26%
30,490
96
$1.6M 0.26%
11,379
+413
97
$1.59M 0.26%
18,498
+61
98
$1.58M 0.26%
9,483
+357
99
$1.58M 0.26%
3,449
-246
100
$1.58M 0.26%
4,600
+241
2 3
4
5 6