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
$1.79M0.23% 29,813
+532
+2%
+$32K
$1.78M0.23% 21,596
+12,952
+150%
+$1.07M
$1.78M0.23% 6,711
+3,807
+131%
+$1.01M
$1.77M0.23% 12,165––
$1.71M0.22% 33,592
+14,203
+73%
+$722K
$1.7M0.22% 3,514
-100
-3%
-$48.5K
$1.65M0.21% 7,142
-80
-1%
-$18.5K
$1.65M0.21% 10,304
-590
-5%
-$94.4K
$1.64M0.21% 17,962
-110
-0.6%
-$10K
$1.63M0.21% 13,323
+2,372
+22%
+$291K
$1.62M0.21% 2,380––
$1.61M0.21% 25,606
+2,266
+10%
+$143K
$1.58M0.2% 3,023
-3
-0.1%
-$1.57K
$1.56M0.2% 4,715
-313
-6%
-$103K
$1.55M0.2% 12,116
-125
-1%
-$16K
$1.48M0.19% 40,372––
$1.46M0.19% 4,444
-46
-1%
-$15.1K
$1.45M0.19% 5,485
-109
-2%
-$28.8K
$1.41M0.18% 24,725
+165
+0.7%
+$9.43K
$1.41M0.18% 29,943
+2,740
+10%
+$129K
$1.41M0.18% 16,169
-1,019
-6%
-$88.6K
$1.4M0.18% 760
+26
+4%
+$47.9K
$1.39M0.18% 17,517
-30
-0.2%
-$2.38K
$1.39M0.18% 11,980
+4,416
+58%
+$511K
$1.38M0.18% 22,556
-3,334
-13%
-$203K
1 3456722