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
$772M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$5.79M
3
+$3.19M
4
ARES icon
Ares Management
ARES
+$1.84M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$1.39M
2
+$1.06M
3
+$417K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$348K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$330K

Sector Composition

1 Technology 24.55%
2 Financials 7.54%
3 Consumer Discretionary 7.44%
4 Industrials 6.67%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.14%
7,089
-224
152
$1.11M 0.14%
8,375
-35
153
$1.1M 0.14%
17,625
+5,221
154
$1.09M 0.14%
12,445
+2,281
155
$1.06M 0.14%
9,309
-25
156
$1.05M 0.14%
5,497
+22
157
$1.05M 0.14%
8,958
+5
158
$1.05M 0.14%
16,152
+2,368
159
$1.04M 0.13%
13,025
160
$1.04M 0.13%
24,646
161
$1.04M 0.13%
14,663
-671
162
$1.04M 0.13%
16,421
+457
163
$1.04M 0.13%
2,598
-36
164
$1.03M 0.13%
5,663
-95
165
$1.03M 0.13%
3,639
-47
166
$1.02M 0.13%
6,389
-6
167
$1.01M 0.13%
24,183
-1,277
168
$1.01M 0.13%
15,575
-192
169
$990K 0.13%
7,544
+144
170
$989K 0.13%
7,513
+238
171
$972K 0.13%
5,330
172
$962K 0.12%
51,876
-93
173
$957K 0.12%
8,822
-7
174
$953K 0.12%
29,562
+1,758
175
$945K 0.12%
756
-6
5 6
7
8 9