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
$296M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.04M
3
+$889K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$574K
5
PARA
Paramount Global Class B
PARA
+$572K

Top Sells

1
+$38.6M
2
+$5.16M
3
+$2.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.42M

Sector Composition

1 Technology 18.24%
2 Financials 10.55%
3 Industrials 7.17%
4 Healthcare 5.41%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$559K 0.19%
13,120
-470
152
$556K 0.19%
11,517
-4
153
$552K 0.19%
11,837
154
$548K 0.19%
27,082
-75
155
$542K 0.18%
11,599
-35
156
$538K 0.18%
10,440
-8,512
157
$532K 0.18%
78,297
-118
158
$522K 0.18%
+10,256
159
$521K 0.18%
22,681
+457
160
$514K 0.17%
10,932
-177
161
$513K 0.17%
16,021
+599
162
$503K 0.17%
13,600
+2,609
163
$497K 0.17%
14,134
-5,114
164
$494K 0.17%
10,399
-265
165
$492K 0.17%
24,621
+496
166
$474K 0.16%
13,140
167
$453K 0.15%
24,159
+4,410
168
$446K 0.15%
15,663
-989
169
$442K 0.15%
16,011
-1,634
170
$438K 0.15%
48,627
+100
171
$433K 0.15%
16,336
+157
172
$426K 0.14%
20,748
173
$424K 0.14%
10,483
-429
174
$419K 0.14%
10,403
-22
175
$418K 0.14%
+11,097
5 6
7
8 9