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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$525K 0.13%
19,615
+1,074
227
$522K 0.13%
9,659
228
$520K 0.13%
81,217
+6,878
229
$514K 0.13%
28,081
230
$514K 0.13%
15,120
-2,292
231
$513K 0.13%
3,067
-3,801
232
$510K 0.13%
20,020
233
$510K 0.13%
12,894
-4,059
234
$510K 0.13%
8,764
+5,330
235
$507K 0.13%
8,202
-3,660
236
$499K 0.13%
6,727
237
$493K 0.12%
8,023
-400
238
$492K 0.12%
2,695
-12
239
$485K 0.12%
8,798
-460
240
$483K 0.12%
8,734
-5,727
241
$482K 0.12%
3,339
242
$481K 0.12%
9,761
-2,911
243
$479K 0.12%
1,162
-13
244
$475K 0.12%
29,580
-30
245
$472K 0.12%
123,320
-8,119
246
$468K 0.12%
26,232
247
$466K 0.12%
8,154
-98
248
$464K 0.12%
16,274
-1,786
249
$463K 0.12%
2,745
250
$460K 0.12%
20,158
8 9
10
11 12