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
101
$1.66M 0.21%
10,491
+727
102
$1.66M 0.21%
4,565
-20
103
$1.65M 0.21%
36,394
-28
104
$1.65M 0.21%
17,480
-98
105
$1.63M 0.21%
12,731
+63
106
$1.62M 0.21%
6,002
+2,978
107
$1.58M 0.2%
3,192
+40
108
$1.57M 0.2%
3,032
109
$1.56M 0.2%
12,234
+146
110
$1.56M 0.2%
26,918
+1,872
111
$1.53M 0.2%
10,956
-5
112
$1.52M 0.2%
15,627
-78
113
$1.5M 0.19%
8,997
-45
114
$1.49M 0.19%
3,564
115
$1.47M 0.19%
2,799
+55
116
$1.45M 0.19%
42,190
+5
117
$1.41M 0.18%
24,448
-3,075
118
$1.4M 0.18%
6,089
+9
119
$1.4M 0.18%
16,139
-597
120
$1.39M 0.18%
17,732
+1,414
121
$1.38M 0.18%
242,883
122
$1.37M 0.18%
19,144
-36
123
$1.36M 0.17%
20,941
+166
124
$1.33M 0.17%
5,276
-41
125
$1.32M 0.17%
3,322
-322
3 4
5
6 7