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
126
$716K 0.22%
35,713
+645
127
$712K 0.22%
3,137
-20
128
$711K 0.22%
4,015
-208
129
$711K 0.22%
24,271
-743
130
$705K 0.22%
11,886
+863
131
$701K 0.22%
12,972
-1,992
132
$682K 0.21%
34,426
-1,924
133
$675K 0.21%
5,535
-906
134
$672K 0.21%
6,338
-595
135
$671K 0.21%
17,682
-1,165
136
$651K 0.2%
2,451
-16
137
$649K 0.2%
57,202
-3,947
138
$648K 0.2%
14,215
+220
139
$646K 0.2%
7,958
-120
140
$632K 0.19%
35,176
-5,337
141
$631K 0.19%
8,590
+427
142
$628K 0.19%
17,642
-781
143
$622K 0.19%
+6,262
144
$620K 0.19%
9,603
-79
145
$618K 0.19%
37,622
-3,472
146
$615K 0.19%
1,815
+2
147
$593K 0.18%
69,172
-6,287
148
$591K 0.18%
19,189
+970
149
$591K 0.18%
6,217
-123
150
$591K 0.18%
12,104
-2,236
4 5
6
7 8