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
126
$1.27M 0.21%
3,606
+116
127
$1.27M 0.21%
13,127
-630
128
$1.27M 0.21%
7,325
+20
129
$1.24M 0.2%
27,869
-722
130
$1.23M 0.2%
18,433
-72
131
$1.23M 0.2%
2,856
+1,369
132
$1.21M 0.2%
18,187
-161
133
$1.21M 0.2%
3,542
-172
134
$1.19M 0.19%
7,250
+17
135
$1.19M 0.19%
21,003
136
$1.18M 0.19%
5,874
137
$1.16M 0.19%
27,036
138
$1.15M 0.19%
10,429
+1,210
139
$1.14M 0.19%
18,366
140
$1.12M 0.18%
12,579
-135
141
$1.12M 0.18%
11,637
142
$1.1M 0.18%
6,165
-1,599
143
$1.09M 0.18%
6,347
-292
144
$1.09M 0.18%
19,742
-2,683
145
$1.09M 0.18%
22,548
+12
146
$1.07M 0.17%
5,187
-37
147
$1.05M 0.17%
9,346
148
$1.05M 0.17%
9,663
-5
149
$1.05M 0.17%
4,520
-12
150
$1.04M 0.17%
3,893
-133
4 5
6
7 8