IFWM

Institute for Wealth Management Portfolio holdings

AUM $778M
AUM
$778M
AUM Growth
-$18.4M
Cap. Flow
+$46.4M
Cap. Flow %
5.96%
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
$802K
3
$691K
4
$507K
5
$354K

Sector Composition

1Technology26.9%
2Financials9.54%
3Consumer Discretionary8.34%
4Industrials7.63%
5Communication Services5.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.04M0.13%5,356
-124
-2%
-$24.1K
$1.03M0.13%10,819
+1,109
+11%
+$106K
$1.03M0.13%2,255
+108
+5%
+$49.1K
$1.02M0.13%3,268
-19
-0.6%
-$5.94K
$1M0.13%1,777
+226
+15%
+$128K
$999K0.13%5,210 ––
$997K0.13%14,787
+49
+0.3%
+$3.3K
$996K0.13%8,915
-30
-0.3%
-$3.35K
$982K0.13%51,484
-300
-0.6%
-$5.72K
$978K0.13%3,395
+1,484
+78%
+$428K
$978K0.13%8,463
+5,366
+173%
+$620K
$968K0.12%4,900
-90
-2%
-$17.8K
$961K0.12%8,756
+18
+0.2%
+$1.98K
$948K0.12%3,562 ––
$941K0.12%8,537
-195
-2%
-$21.5K
$937K0.12%17,130
+5,007
+41%
+$274K
$935K0.12%46,765
-482
-1%
-$9.64K
$935K0.12%7,675
-86
-1%
-$10.5K
$931K0.12%20,526
-3,439
-14%
-$156K
$922K0.12%13,135
-88
-0.7%
-$6.18K
$919K0.12%7,444
-539
-7%
-$66.6K
$915K0.12%1,490
-2
-0.1%
-$1.23K
$908K0.12%15,346
+27
+0.2%
+$1.6K
$908K0.12%3,651
-8
-0.2%
-$1.99K
$885K0.11%2,561
-2
-0.1%
-$691
1 67891022