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
$316M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.63M
3
+$2.38M
4
FTNT icon
Fortinet
FTNT
+$1.27M
5
TRV icon
Travelers Companies
TRV
+$622K

Top Sells

1
+$2.88M
2
+$2.79M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.19M

Sector Composition

1 Technology 16.28%
2 Financials 8.32%
3 Healthcare 7.8%
4 Consumer Discretionary 7.68%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$591K 0.18%
6,022
-1,158
152
$586K 0.18%
10,645
-200
153
$580K 0.18%
13,099
-141
154
$577K 0.18%
20,278
-3,997
155
$577K 0.18%
19,205
-12
156
$574K 0.18%
7,181
+293
157
$566K 0.17%
7,289
-2,254
158
$565K 0.17%
7,411
-263
159
$562K 0.17%
5,432
+655
160
$560K 0.17%
40,006
+7,390
161
$559K 0.17%
3,962
-80
162
$557K 0.17%
4,869
+256
163
$557K 0.17%
32,954
+492
164
$550K 0.17%
7,596
-704
165
$547K 0.17%
4,789
-60
166
$543K 0.17%
2,179
-36
167
$542K 0.17%
9,787
-813
168
$541K 0.17%
11,305
-828
169
$538K 0.17%
3,893
+722
170
$531K 0.16%
7,466
-7,824
171
$522K 0.16%
21,610
-1,575
172
$514K 0.16%
10,730
+790
173
$509K 0.16%
14,977
-436
174
$509K 0.16%
8,696
-400
175
$509K 0.16%
+5,237
5 6
7
8 9