IFWM
Institute for Wealth Management Portfolio holdings
AUM $778M
AUM
$778M
AUM Growth
-$18.4M (-2%)
Cap. Flow
+$46.4M
Cap. Flow % of AUM
5.96%
Top 10 Holdings %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 | $802K | |
| 3 | $691K | |
| 4 | $507K | |
| 5 | $354K |
Sector Composition
| 1 | Technology | 26.9% |
| 2 | Financials | 9.54% |
| 3 | Consumer Discretionary | 8.34% |
| 4 | Industrials | 7.63% |
| 5 | Communication Services | 5.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.19M | 0.15% | 7,442 -14 | -0.2% | -$2.24K | |||
| $1.18M | 0.15% | 41,790 -113 | -0.3% | -$3.2K | |||
| $1.18M | 0.15% | 4,988 -2 | -0% | -$473 | |||
| $1.17M | 0.15% | 11,692 +117 | +1% | +$11.7K | |||
| $1.17M | 0.15% | 18,960 +2,667 | +16% | +$164K | |||
| $1.16M | 0.15% | 9,521 +26 | +0.3% | +$3.17K | |||
| $1.15M | 0.15% | 17,041 -219 | -1% | -$14.8K | |||
| $1.15M | 0.15% | 2,578 | – | – | |||
| $1.14M | 0.15% | 5,560 +760 | +16% | +$156K | |||
| $1.14M | 0.15% | 6,098 +666 | +12% | +$124K | |||
| $1.13M | 0.15% | 8,578 +93 | +1% | +$12.3K | |||
| $1.12M | 0.14% | 22,791 +1 | +0% | +$49 | |||
| $1.12M | 0.14% | 18,100 -2,168 | -11% | -$134K | |||
| $1.11M | 0.14% | 12,868 | – | – | |||
| $1.11M | 0.14% | 5,227 -39 | -0.7% | -$8.26K | |||
| $1.11M | 0.14% | 9,636 +974 | +11% | +$112K | |||
| $1.1M | 0.14% | 24,646 | – | – | |||
| $1.1M | 0.14% | 15,826 +3 | +0% | +$208 | |||
| $1.09M | 0.14% | 10,380 -302 | -3% | -$31.7K | |||
| $1.08M | 0.14% | 4,428 +2,747 | +163% | +$672K | |||
| $1.07M | 0.14% | 29,001 -245 | -0.8% | -$9.04K | |||
| $1.06M | 0.14% | 9,659 -575 | -6% | -$63.2K | |||
| $1.05M | 0.14% | 17,625 | – | – | |||
| $1.04M | 0.13% | 7,861 -705 | -8% | -$93.5K | |||
| $1.04M | 0.13% | 7,613 | New | +$1.04M |
