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
$772M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$5.79M
3
+$3.19M
4
ARES icon
Ares Management
ARES
+$1.84M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$1.39M
2
+$1.06M
3
+$417K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$348K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$330K

Sector Composition

1 Technology 24.55%
2 Financials 7.54%
3 Consumer Discretionary 7.44%
4 Industrials 6.67%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.27%
5,521
-152
77
$2.11M 0.27%
9,447
+396
78
$2.01M 0.26%
9,343
-14
79
$2.01M 0.26%
17,581
+37
80
$1.99M 0.26%
14,198
-1
81
$1.98M 0.26%
2,600
82
$1.98M 0.26%
17,759
+36
83
$1.95M 0.25%
33,645
-3,330
84
$1.94M 0.25%
3,692
+18
85
$1.93M 0.25%
4,710
+19
86
$1.92M 0.25%
12,944
+69
87
$1.92M 0.25%
22,715
-361
88
$1.88M 0.24%
8,808
-52
89
$1.86M 0.24%
44,837
+1,088
90
$1.86M 0.24%
19,219
-182
91
$1.84M 0.24%
+13,801
92
$1.8M 0.23%
11,283
+19
93
$1.74M 0.22%
4,754
-328
94
$1.74M 0.22%
28,720
+1
95
$1.72M 0.22%
40,480
96
$1.71M 0.22%
31,578
+1,522
97
$1.7M 0.22%
2,428
98
$1.69M 0.22%
28,835
-6
99
$1.67M 0.21%
17,724
-107
100
$1.66M 0.21%
53,368
+4,090
2 3
4
5 6