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
$316M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.63M
3
+$2.38M
4
FTNT icon
Fortinet
FTNT
+$1.27M
5
TRV icon
Travelers Companies
TRV
+$622K

Top Sells

1
+$2.88M
2
+$2.79M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
ADBE icon
Adobe
ADBE
+$1.19M

Sector Composition

1 Technology 16.28%
2 Financials 8.32%
3 Healthcare 7.8%
4 Consumer Discretionary 7.68%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$509K 0.16%
11,761
-7,491
177
$507K 0.16%
1,602
178
$506K 0.16%
5,667
+55
179
$504K 0.16%
6,004
-68
180
$502K 0.15%
4,090
-795
181
$494K 0.15%
3,584
-2,232
182
$494K 0.15%
12,140
183
$493K 0.15%
13,014
-12
184
$488K 0.15%
23,089
+568
185
$487K 0.15%
9,223
+392
186
$485K 0.15%
13,133
-2,733
187
$485K 0.15%
21,597
+452
188
$484K 0.15%
6,139
+449
189
$484K 0.15%
17,718
-7,104
190
$484K 0.15%
992
+8
191
$481K 0.15%
6,388
+104
192
$478K 0.15%
1,096
-320
193
$478K 0.15%
16,041
-619
194
$467K 0.14%
16,087
+1,700
195
$465K 0.14%
346
-163
196
$465K 0.14%
8,912
-1,034
197
$459K 0.14%
10,102
-330
198
$446K 0.14%
2,046
+46
199
$446K 0.14%
35,628
-7,664
200
$446K 0.14%
20,197
+2,775
6 7
8
9 10