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
101
$986K 0.33%
34,859
+116
102
$985K 0.33%
16,262
-63
103
$975K 0.33%
12,762
-3,370
104
$955K 0.32%
32,344
-445
105
$949K 0.32%
41,045
+1,000
106
$940K 0.32%
48,543
-8,784
107
$937K 0.32%
18,104
-1,700
108
$928K 0.31%
14,727
-9,475
109
$926K 0.31%
24,283
-275
110
$922K 0.31%
15,301
-570
111
$889K 0.3%
+10,183
112
$889K 0.3%
18,758
-1,315
113
$888K 0.3%
86,146
114
$873K 0.29%
24,664
+1,230
115
$864K 0.29%
13,694
-764
116
$850K 0.29%
36,808
-4,892
117
$829K 0.28%
51,114
+53
118
$828K 0.28%
10,544
119
$820K 0.28%
33,277
-3,223
120
$809K 0.27%
21,642
+871
121
$805K 0.27%
46,470
+4,411
122
$778K 0.26%
11,616
+795
123
$766K 0.26%
19,879
+728
124
$754K 0.25%
10,084
125
$737K 0.25%
22,363
-6,445
3 4
5
6 7