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
126
$1.32M 0.17%
66,048
+1,471
127
$1.31M 0.17%
8,041
+774
128
$1.31M 0.17%
30,295
-92
129
$1.31M 0.17%
10,297
-12
130
$1.3M 0.17%
3,748
-25
131
$1.3M 0.17%
2,722
-170
132
$1.29M 0.17%
21,391
133
$1.28M 0.17%
22,745
+18,006
134
$1.28M 0.16%
7,678
135
$1.27M 0.16%
5,175
+11
136
$1.27M 0.16%
10,500
137
$1.25M 0.16%
345
-2
138
$1.22M 0.16%
11,942
+630
139
$1.2M 0.15%
44,688
-12,273
140
$1.19M 0.15%
23,811
-3,108
141
$1.19M 0.15%
2,621
-71
142
$1.17M 0.15%
7,221
+891
143
$1.17M 0.15%
19,436
+1,049
144
$1.16M 0.15%
7,222
145
$1.16M 0.15%
27,813
-2,044
146
$1.16M 0.15%
16,369
-90
147
$1.14M 0.15%
11,004
-73
148
$1.14M 0.15%
5,535
-15
149
$1.13M 0.15%
7,430
-6
150
$1.11M 0.14%
3,485
+87
4 5
6
7 8