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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$343K 0.1%
11,167
-500
227
$335K 0.1%
11,077
-150
228
$324K 0.1%
14,302
+420
229
$322K 0.09%
10,570
-500
230
$317K 0.09%
+10,345
231
$311K 0.09%
10,315
-5,210
232
$309K 0.09%
15,411
-1,342
233
$298K 0.09%
22,366
-2,548
234
$294K 0.09%
20,748
-100
235
$293K 0.09%
13,261
236
$285K 0.08%
44,200
-1,400
237
$279K 0.08%
+17,739
238
$276K 0.08%
20,349
239
$274K 0.08%
+35,544
240
$274K 0.08%
4,778
-16,547
241
$271K 0.08%
+10,717
242
$254K 0.07%
27,737
-1,743
243
$250K 0.07%
+9,744
244
$250K 0.07%
12,846
-822
245
$248K 0.07%
11,719
-8
246
$241K 0.07%
4,681
-1,524
247
$241K 0.07%
+10,262
248
$228K 0.07%
11,615
-445
249
$209K 0.06%
12,893
250
$207K 0.06%
21,756
-46
8 9
10
11 12