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
101
$843K 0.26%
16,091
+3,566
102
$839K 0.26%
40,357
-2,113
103
$837K 0.26%
8,962
-993
104
$835K 0.26%
11,174
+70
105
$816K 0.25%
15,972
-5,020
106
$810K 0.25%
17,106
-2,007
107
$800K 0.25%
9,295
-119
108
$798K 0.25%
7,252
+32
109
$790K 0.24%
207,861
-1,580
110
$785K 0.24%
5,870
+92
111
$778K 0.24%
3,671
-657
112
$776K 0.24%
19,609
+2,959
113
$764K 0.24%
5,966
+103
114
$754K 0.23%
29,221
-2,140
115
$749K 0.23%
15,175
-630
116
$748K 0.23%
19,340
+810
117
$746K 0.23%
6,469
+538
118
$745K 0.23%
2,599
-322
119
$745K 0.23%
6,419
-169
120
$743K 0.23%
9,538
-195
121
$739K 0.23%
9,883
-55
122
$727K 0.22%
4,102
-30
123
$719K 0.22%
29,234
+966
124
$719K 0.22%
23,768
+1,126
125
$717K 0.22%
484,565
3 4
5
6 7