IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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
+$4.47M
2
+$2.73M
3
+$2.68M
4
FTNT icon
Fortinet
FTNT
+$1.34M
5
TRV icon
Travelers Companies
TRV
+$779K

Top Sells

1
+$3.34M
2
+$2.88M
3
+$1.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.74M
5
ADBE icon
Adobe
ADBE
+$1.27M

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 2.75%
55,068
-3,284
2
$8.68M 2.75%
136,532
-3,344
3
$6.6M 2.09%
67,720
-5,240
4
$6.32M 2%
19,867
-3,726
5
$5.22M 1.65%
79,481
-4,338
6
$5.17M 1.64%
785,120
-100,560
7
$4.29M 1.36%
52,920
+5,325
8
$4.2M 1.33%
16,304
+1,431
9
$4.18M 1.33%
16,192
-3,042
10
$4.03M 1.27%
+21,138
11
$3.71M 1.17%
38,711
-5,184
12
$3.6M 1.14%
15,186
-6,194
13
$3.55M 1.13%
21,296
-2,880
14
$3.3M 1.04%
21,037
+15,201
15
$3.26M 1.03%
16,091
-746
16
$3.1M 0.98%
57,545
-2,369
17
$2.95M 0.93%
29,495
-122
18
$2.88M 0.91%
288,928
-136
19
$2.81M 0.89%
57,171
-7,108
20
$2.78M 0.88%
28,783
+4,266
21
$2.74M 0.87%
32,074
-4,133
22
$2.63M 0.83%
+35,437
23
$2.56M 0.81%
8,966
-1,356
24
$2.44M 0.77%
30,907
-13,382
25
$2.42M 0.77%
216,032
-23,272
1
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