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
$296M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.04M
3
+$889K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$574K
5
PARA
Paramount Global Class B
PARA
+$572K

Top Sells

1
+$38.6M
2
+$5.16M
3
+$2.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.42M

Sector Composition

1 Technology 18.24%
2 Financials 10.55%
3 Industrials 7.17%
4 Healthcare 5.41%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$413K 0.14%
11,143
177
$402K 0.14%
11,254
+57
178
$401K 0.14%
15,360
179
$399K 0.13%
29,875
+760
180
$398K 0.13%
24,329
-358
181
$396K 0.13%
38,700
-1
182
$374K 0.13%
22,305
183
$372K 0.13%
11,415
184
$341K 0.12%
19,304
+17
185
$337K 0.11%
10,700
+200
186
$319K 0.11%
13,691
+430
187
$310K 0.1%
14,727
+425
188
$305K 0.1%
22,366
189
$298K 0.1%
8,749
190
$284K 0.1%
11,077
191
$280K 0.09%
10,083
192
$278K 0.09%
43,100
193
$272K 0.09%
36,794
+1,250
194
$266K 0.09%
11,556
-108
195
$262K 0.09%
10,430
-348
196
$261K 0.09%
10,222
-5,702
197
$253K 0.09%
13,004
+302
198
$240K 0.08%
26,468
-964
199
$214K 0.07%
+11,927
200
$211K 0.07%
12,993
+100
5 6 7
8
9