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
101
$1.57M 0.26%
6,234
-105
102
$1.57M 0.26%
24,780
-246
103
$1.55M 0.25%
31,251
-16,423
104
$1.54M 0.25%
17,984
-70
105
$1.53M 0.25%
21,522
106
$1.53M 0.25%
36,462
+4,956
107
$1.53M 0.25%
35,350
+809
108
$1.51M 0.25%
3,004
+10
109
$1.5M 0.24%
7,929
+403
110
$1.5M 0.24%
18,983
-13
111
$1.45M 0.24%
21,179
+5,770
112
$1.44M 0.23%
3,096
113
$1.38M 0.23%
66,610
-26
114
$1.38M 0.22%
24,816
+1,993
115
$1.37M 0.22%
16,882
+3,093
116
$1.34M 0.22%
15,334
-216
117
$1.34M 0.22%
8,676
-70
118
$1.34M 0.22%
17,172
-1,099
119
$1.33M 0.22%
+26,470
120
$1.31M 0.21%
26,060
+5,492
121
$1.31M 0.21%
6,413
+154
122
$1.3M 0.21%
43,213
+949
123
$1.28M 0.21%
13,947
-129
124
$1.27M 0.21%
6,115
-140
125
$1.27M 0.21%
11,158
+367
3 4
5
6 7