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
$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
126
$732K 0.25%
25,349
-1,812
127
$726K 0.25%
12,282
-837
128
$723K 0.24%
15,067
-21
129
$722K 0.24%
15,033
-2,532
130
$710K 0.24%
17,495
-8,002
131
$708K 0.24%
12,244
-89
132
$678K 0.23%
19,903
-1,276
133
$674K 0.23%
18,325
-330
134
$670K 0.23%
16,610
-213
135
$659K 0.22%
1,294
-16
136
$644K 0.22%
19,195
+199
137
$643K 0.22%
13,945
-168
138
$641K 0.22%
12,058
+40
139
$638K 0.22%
21,438
-1,240
140
$632K 0.21%
12,023
+83
141
$630K 0.21%
14,621
-361
142
$629K 0.21%
16,284
143
$617K 0.21%
10,727
-26
144
$617K 0.21%
25,729
+374
145
$612K 0.21%
20,999
+4,274
146
$605K 0.2%
33,015
+2,000
147
$603K 0.2%
14,639
-9
148
$572K 0.19%
+10,060
149
$561K 0.19%
16,385
+534
150
$561K 0.19%
14,614
-203
4 5
6
7 8