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
$772M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$5.79M
3
+$3.19M
4
ARES icon
Ares Management
ARES
+$1.84M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Top Sells

1
+$1.39M
2
+$1.06M
3
+$417K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$348K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$330K

Sector Composition

1 Technology 24.55%
2 Financials 7.54%
3 Consumer Discretionary 7.44%
4 Industrials 6.67%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$938K 0.12%
14,064
-145
177
$922K 0.12%
18,474
-697
178
$913K 0.12%
17,302
-185
179
$895K 0.12%
12,327
-1,967
180
$890K 0.11%
22,654
181
$888K 0.11%
3,556
+94
182
$887K 0.11%
8,715
-136
183
$886K 0.11%
13,159
-560
184
$875K 0.11%
4,761
+60
185
$873K 0.11%
907
+1
186
$873K 0.11%
2,616
187
$871K 0.11%
10,422
-945
188
$855K 0.11%
7,057
-736
189
$855K 0.11%
+26,757
190
$854K 0.11%
7,405
+62
191
$832K 0.11%
14,684
+9
192
$827K 0.11%
5,118
+835
193
$827K 0.11%
11,693
-100
194
$826K 0.11%
19,773
-9
195
$824K 0.11%
+4,800
196
$819K 0.11%
8,634
+85
197
$818K 0.11%
8,006
-117
198
$818K 0.11%
4,126
-44
199
$812K 0.1%
61,133
+104
200
$811K 0.1%
4,396
-22
6 7
8
9 10