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
$1.37M0.18% 6,218
-48
-0.8%
-$10.6K
$1.37M0.18% 11,468
-520
-4%
-$62.1K
$1.37M0.18% 21,580
-45
-0.2%
-$2.86K
$1.36M0.17% 9,153
+86
+1%
+$12.8K
$1.36M0.17% 2,504
-652
-21%
-$354K
$1.34M0.17%
+14,489
 New
+$1.34M
$1.34M0.17% 21,393––
$1.33M0.17% 3,809
-317
-8%
-$111K
$1.33M0.17% 14,682
-568
-4%
-$51.4K
$1.32M0.17% 20,768––
$1.28M0.16% 4,643
+3,781
+439%
+$1.04M
$1.27M0.16% 3,024
+328
+12%
+$138K
$1.26M0.16% 18,440
+5
+0%
+$343
$1.26M0.16% 17,686
-189
-1%
-$13.4K
$1.24M0.16% 2,855
-11
-0.4%
-$4.79K
$1.24M0.16% 2,502
-24
-1%
-$11.9K
$1.24M0.16% 7,248
-25
-0.3%
-$4.26K
$1.22M0.16% 11,870
+1,595
+16%
+$164K
$1.22M0.16% 16,225
-90
-0.6%
-$6.75K
$1.21M0.16% 5,093
+81
+2%
+$19.3K
$1.21M0.15% 22,237
-39
-0.2%
-$2.12K
$1.21M0.15% 34,541
-407
-1%
-$14.2K
$1.2M0.15% 9,225
+10
+0.1%
+$1.3K
$1.19M0.15% 7,581
-22
-0.3%
-$3.46K
$1.19M0.15% 3,661
-69
-2%
-$22.5K
1 4567822