IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
1
$8.69M 2.68%
55,068
-3,284
2
$8.68M 2.68%
136,532
-3,344
3
$6.6M 2.04%
67,720
-5,240
4
$6.32M 1.95%
19,867
-3,726
5
$5.22M 1.61%
79,481
-4,338
6
$5.17M 1.6%
785,120
-100,560
7
$4.29M 1.32%
52,920
+5,325
8
$4.2M 1.3%
16,304
+1,431
9
$4.18M 1.29%
16,192
-3,042
10
$4.03M 1.24%
+21,138
11
$3.71M 1.14%
38,711
-5,184
12
$3.6M 1.11%
15,186
-6,194
13
$3.55M 1.1%
21,296
-2,880
14
$3.3M 1.02%
21,037
+15,201
15
$3.26M 1.01%
16,091
-746
16
$3.1M 0.96%
57,545
-2,369
17
$2.95M 0.91%
29,495
-122
18
$2.88M 0.89%
288,928
-136
19
$2.81M 0.87%
57,171
-7,108
20
$2.78M 0.86%
28,783
+4,266
21
$2.74M 0.84%
32,074
-4,133
22
$2.63M 0.81%
+35,437
23
$2.56M 0.79%
8,966
-1,356
24
$2.44M 0.75%
30,907
-13,382
25
$2.42M 0.75%
108,016
-11,636
1
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