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
201
$439K 0.14%
8,765
-142
202
$434K 0.13%
3,616
-484
203
$433K 0.13%
11,064
-1,398
204
$433K 0.13%
8,530
-4,491
205
$430K 0.13%
24,055
-305
206
$428K 0.13%
5,195
-105
207
$427K 0.13%
2,580
+31
208
$427K 0.13%
3,367
-22,017
209
$426K 0.13%
14,151
-885
210
$426K 0.13%
7,156
-1,499
211
$421K 0.13%
4,749
-493
212
$418K 0.13%
2,727
+381
213
$414K 0.13%
5,741
+44
214
$414K 0.13%
12,028
-296
215
$411K 0.13%
5,620
-290
216
$410K 0.13%
3,719
-1,743
217
$410K 0.13%
7,568
-223
218
$409K 0.13%
2,817
-1,739
219
$409K 0.13%
16,852
-897
220
$408K 0.13%
12,495
-1,278
221
$407K 0.13%
18,085
-1,209
222
$404K 0.12%
7,531
-753
223
$403K 0.12%
8,411
-355
224
$402K 0.12%
8,445
-1,317
225
$398K 0.12%
9,439
-930
7 8
9
10 11