IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
This Quarter Return
-5.49%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$778M
AUM Growth
-$18.4M
Cap. Flow
+$36.8M
Cap. Flow %
4.73%
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
$3.93M
3
$802K
4
$691K
5
$593K

Sector Composition

1Technology26.78%
2Financials9.54%
3Consumer Discretionary8.34%
4Industrials7.63%
5Communication Services5.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.19M0.15% 7,442
-14
-0.2%
-$2.24K
$1.18M0.15% 41,790
-113
-0.3%
-$3.2K
$1.18M0.15% 4,988
-2
-0%
-$473
$1.17M0.15% 11,692
+117
+1%
+$11.7K
$1.17M0.15% 18,960
+2,667
+16%
+$164K
$1.16M0.15% 9,521
+26
+0.3%
+$3.17K
$1.15M0.15% 17,041
-219
-1%
-$14.8K
$1.15M0.15% 2,578––
$1.14M0.15% 5,560
+760
+16%
+$156K
$1.14M0.15% 6,098
+666
+12%
+$124K
$1.13M0.15% 8,578
+93
+1%
+$12.3K
$1.12M0.14% 22,791
+1
+0%
+$49
$1.12M0.14% 18,100
-2,168
-11%
-$134K
$1.11M0.14% 12,868––
$1.11M0.14% 5,227
-39
-0.7%
-$8.26K
$1.11M0.14% 9,636
+974
+11%
+$112K
$1.1M0.14% 24,646––
$1.1M0.14% 15,826
+3
+0%
+$208
$1.09M0.14% 10,380
-302
-3%
-$31.7K
$1.08M0.14% 4,428
+2,747
+163%
+$672K
$1.07M0.14% 29,001
-245
-0.8%
-$9.04K
$1.06M0.14% 9,659
-575
-6%
-$63.2K
$1.05M0.14% 17,625––
$1.04M0.13% 7,861
-705
-8%
-$93.5K
$1.04M0.13%
+7,613
 New
+$1.04M
1 5678922