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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$568K 0.13%
21,152
-13,204
227
$565K 0.13%
17,422
+1,193
228
$564K 0.13%
83,307
+2,090
229
$561K 0.13%
10,253
-4,642
230
$560K 0.13%
4,100
+1
231
$558K 0.13%
10,369
-134
232
$553K 0.12%
3,339
233
$549K 0.12%
14,548
-1,648
234
$549K 0.12%
3,171
+426
235
$549K 0.12%
19,294
-2,202
236
$535K 0.12%
9,718
-907
237
$534K 0.12%
+5,242
238
$533K 0.12%
28,081
239
$531K 0.12%
26,232
240
$529K 0.12%
8,661
241
$522K 0.12%
9,659
242
$519K 0.12%
14,140
-980
243
$516K 0.12%
13,026
+132
244
$514K 0.12%
8,373
-391
245
$514K 0.12%
13,297
-1,054
246
$514K 0.12%
8,655
+595
247
$509K 0.11%
3,441
248
$509K 0.11%
20,020
249
$507K 0.11%
20,158
250
$504K 0.11%
2,549
+2
8 9
10
11 12