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
201
$764K 0.12%
7,407
+326
202
$758K 0.12%
11,704
-30
203
$758K 0.12%
28,146
+8,760
204
$754K 0.12%
18,305
-550
205
$744K 0.12%
12,404
206
$744K 0.12%
5,745
207
$731K 0.12%
1,136
208
$721K 0.12%
6,742
+46
209
$719K 0.12%
9,383
+139
210
$717K 0.12%
10,121
+281
211
$716K 0.12%
1,169
-36
212
$716K 0.12%
4,577
-194
213
$708K 0.12%
12,490
+136
214
$708K 0.12%
14,530
+18
215
$702K 0.11%
3,510
-123
216
$700K 0.11%
9,392
+414
217
$696K 0.11%
4,007
-54
218
$696K 0.11%
1,044
-1
219
$693K 0.11%
4,443
+316
220
$690K 0.11%
5,809
-3,345
221
$689K 0.11%
2,683
222
$688K 0.11%
30,044
+21,068
223
$686K 0.11%
3,774
-269
224
$684K 0.11%
6,587
+122
225
$683K 0.11%
7,534
-140
7 8
9
10 11