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
$244M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$3.19M
3
+$3.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.99M

Top Sells

1
+$11.3M
2
+$8.86M
3
+$5.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.2M
5
SBUX icon
Starbucks
SBUX
+$5.11M

Sector Composition

1 Technology 13.15%
2 Financials 11.06%
3 Healthcare 7.58%
4 Communication Services 7.43%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.1%
+7,773
227
$231K 0.09%
+2,928
228
$228K 0.09%
+1,423
229
$224K 0.09%
+4,151
230
$222K 0.09%
+3,355
231
$221K 0.09%
788
-506
232
$221K 0.09%
+1,325
233
$218K 0.09%
+5,117
234
$218K 0.09%
+6,860
235
$214K 0.09%
+1,780
236
$214K 0.09%
+5,676
237
$213K 0.09%
16,511
-7,818
238
$212K 0.09%
+5,663
239
$208K 0.09%
11,146
-410
240
$207K 0.09%
35,841
-953
241
$204K 0.08%
13,286
-6,018
242
$203K 0.08%
+15,468
243
$200K 0.08%
+5,280
244
$184K 0.08%
+13,950
245
$178K 0.07%
+11,454
246
$169K 0.07%
21,756
247
$158K 0.06%
+21,366
248
$143K 0.06%
+10,619
249
$141K 0.06%
10,417
-1,510
250
$131K 0.05%
+12,208
8 9
10
11 12