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
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$812K

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 10.17%
3 Financials 8.82%
4 Industrials 6.62%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$902K 0.15%
5,443
177
$893K 0.15%
2,512
+85
178
$892K 0.15%
18,207
+2,003
179
$891K 0.15%
2,040
-478
180
$881K 0.14%
367
181
$881K 0.14%
2,382
-3
182
$881K 0.14%
47,443
+4,394
183
$856K 0.14%
1,653
+204
184
$841K 0.14%
21,160
+1,563
185
$831K 0.14%
1,710
-634
186
$830K 0.14%
3,403
+41
187
$818K 0.13%
3,723
-11
188
$811K 0.13%
65,638
-70
189
$807K 0.13%
3,421
190
$804K 0.13%
12,560
-66
191
$795K 0.13%
4,884
+2
192
$793K 0.13%
13,941
+526
193
$783K 0.13%
5,557
+532
194
$776K 0.13%
2,137
+28
195
$776K 0.13%
9,093
196
$773K 0.13%
5,203
+20
197
$771K 0.13%
7,601
+35
198
$771K 0.13%
9,936
-209
199
$770K 0.13%
13,684
+2
200
$766K 0.12%
8,222
6 7
8
9 10