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
201
$811K 0.1%
1,686
-444
202
$806K 0.1%
4,073
+2
203
$799K 0.1%
10,781
+2,174
204
$796K 0.1%
24,808
-48
205
$784K 0.1%
44,523
-1,343
206
$782K 0.1%
12,819
-891
207
$781K 0.1%
7,763
+2,679
208
$774K 0.1%
4,534
+65
209
$771K 0.1%
1,385
-49
210
$763K 0.1%
22,087
-224
211
$757K 0.1%
7,466
212
$755K 0.1%
9,898
+350
213
$734K 0.09%
10,811
-103
214
$732K 0.09%
4,320
-256
215
$729K 0.09%
3,820
-316
216
$721K 0.09%
1,695
+521
217
$721K 0.09%
1,586
-1
218
$716K 0.09%
9,352
-231
219
$708K 0.09%
9,306
-1,391
220
$704K 0.09%
2,031
+22
221
$704K 0.09%
8,580
-3,300
222
$700K 0.09%
13,930
+191
223
$697K 0.09%
2,367
+11
224
$694K 0.09%
1,068
-21
225
$683K 0.09%
9,702
-66
7 8
9
10 11