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
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$812K

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 10.17%
3 Financials 8.82%
4 Industrials 6.62%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.04M 0.17%
18,483
-18,035
152
$1.04M 0.17%
3,560
-20
153
$1.03M 0.17%
2,874
+72
154
$1.03M 0.17%
3,916
+1,689
155
$1.01M 0.17%
12,508
+756
156
$1.01M 0.17%
3,034
157
$1.01M 0.16%
54,666
-265
158
$1.01M 0.16%
+8,690
159
$1M 0.16%
6,460
+575
160
$989K 0.16%
4,739
-15
161
$983K 0.16%
2,371
+108
162
$972K 0.16%
18,870
-235
163
$970K 0.16%
6,203
164
$968K 0.16%
14,183
-178
165
$964K 0.16%
16,377
166
$960K 0.16%
9,488
167
$947K 0.15%
6,057
+16
168
$946K 0.15%
18,198
-4,051
169
$939K 0.15%
4,088
-45
170
$939K 0.15%
5,685
-20
171
$923K 0.15%
27,308
-340
172
$914K 0.15%
12,590
+770
173
$908K 0.15%
157,309
-4,300
174
$908K 0.15%
11,229
+1,038
175
$908K 0.15%
23,685
5 6
7
8 9