IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
This Quarter Return
-5.49%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$778M
AUM Growth
-$18.4M
Cap. Flow
+$36.8M
Cap. Flow %
4.73%
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
$3.93M
3
$802K
4
$691K
5
$593K

Sector Composition

1Technology26.78%
2Financials9.54%
3Consumer Discretionary8.34%
4Industrials7.63%
5Communication Services5.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.38M0.31% 55,435
-1,215
-2%
-$52.2K
$2.35M0.3% 16,030
+250
+2%
+$36.7K
$2.29M0.29% 52,475
-434
-0.8%
-$19K
$2.25M0.29% 4,802
-11
-0.2%
-$5.16K
$2.24M0.29% 20,181
+12,079
+149%
+$1.34M
$2.21M0.28% 11,054
-57
-0.5%
-$11.4K
$2.18M0.28% 90,337
+9,735
+12%
+$235K
$2.08M0.27% 8,972
-47
-0.5%
-$10.9K
$2.06M0.26% 70,005
-666
-0.9%
-$19.6K
$2.03M0.26% 13,187
+7
+0.1%
+$1.08K
$2.01M0.26% 7,400
+348
+5%
+$94.6K
$2M0.26% 17,134
-144
-0.8%
-$16.8K
$2M0.26% 15,068
-168
-1%
-$22.3K
$1.99M0.26% 42,372
+6,668
+19%
+$314K
$1.98M0.25% 3,529
-43
-1%
-$24.2K
$1.97M0.25% 5,366
-137
-2%
-$50.2K
$1.89M0.24% 28,540
-341
-1%
-$22.6K
$1.89M0.24% 47,820
-838
-2%
-$33.1K
$1.88M0.24% 26,713
-66
-0.3%
-$4.63K
$1.86M0.24% 19,167
+313
+2%
+$30.3K
$1.84M0.24% 40,300––
$1.84M0.24% 11,093
-67
-0.6%
-$11.1K
$1.82M0.23% 20,735
-431
-2%
-$37.8K
$1.81M0.23% 30,883
-700
-2%
-$41.1K
$1.8M0.23% 391
+17
+5%
+$78.3K
1 2345622