IFWM
Institute for Wealth Management Portfolio holdings
AUM $778M
AUM
$778M
AUM Growth
-$18.4M (-2%)
Cap. Flow
+$46.4M
Cap. Flow % of AUM
5.96%
Top 10 Holdings %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
| 1 | Technology | 26.9% |
| 2 | Financials | 9.54% |
| 3 | Consumer Discretionary | 8.34% |
| 4 | Industrials | 7.63% |
| 5 | Communication Services | 5.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $884K | 0.11% | 26,804 +15 | +0.1% | +$495 | |||
| $883K | 0.11% | 11,285 -3 | -0% | -$235 | |||
| $870K | 0.11% | 14,613 +2 | +0% | +$119 | |||
| $866K | 0.11% | 7,681 -627 | -8% | -$70.7K | |||
| $865K | 0.11% | 11,242 | – | – | |||
| $851K | 0.11% | 14,975 +195 | +1% | +$11.1K | |||
| $851K | 0.11% | 30,434 -1,852 | -6% | -$51.8K | |||
| $850K | 0.11% | 22,440 | – | – | |||
| $847K | 0.11% | 8,777 +1,949 | +29% | +$188K | |||
| $845K | 0.11% | 1,814 +30 | +2% | +$14K | |||
| $843K | 0.11% | 9,395 -72 | -0.8% | -$6.46K | |||
| $837K | 0.11% | 2,709 -278 | -9% | -$85.9K | |||
| $835K | 0.11% | 8,679 +4,218 | +95% | +$406K | |||
| $834K | 0.11% | 2,674 | – | – | |||
| $831K | 0.11% | 14,434 +1,381 | +11% | +$79.5K | |||
| $820K | 0.11% | 7,317 -40 | -0.5% | -$4.48K | |||
| $820K | 0.11% | 10,209 -150 | -1% | -$12K | |||
| $817K | 0.1% | 4,195 -39 | -0.9% | -$7.59K | |||
| $815K | 0.1% | 5,578 -274 | -5% | -$40K | |||
| $815K | 0.1% | 1,211 -5 | -0.4% | -$3.37K | |||
| $814K | 0.1% | 6,274 -365 | -6% | -$47.3K | |||
| $813K | 0.1% | 1,599 +5 | +0.3% | +$2.54K | |||
| $804K | 0.1% | 44,245 | New | +$804K | |||
| $800K | 0.1% | 17,791 -763 | -4% | -$34.3K | |||
| $796K | 0.1% | 11,283 +291 | +3% | +$20.5K |
