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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$489K 0.11%
7,453
-739
227
$487K 0.11%
9,891
-1,572
228
$484K 0.11%
2,735
+364
229
$483K 0.11%
2,956
-32
230
$482K 0.11%
35,628
231
$479K 0.11%
5,997
+24
232
$479K 0.11%
8,687
-508
233
$479K 0.11%
2,898
+856
234
$475K 0.11%
13,958
+14
235
$470K 0.11%
13,690
-4,145
236
$469K 0.11%
7,365
-176
237
$466K 0.11%
1,056
+157
238
$463K 0.11%
9,439
239
$457K 0.1%
1,647
-1,884
240
$456K 0.1%
24,842
-135
241
$456K 0.1%
5,239
-7
242
$449K 0.1%
74,734
+164
243
$447K 0.1%
6,973
+345
244
$445K 0.1%
+12,250
245
$442K 0.1%
12,926
-1,921
246
$438K 0.1%
1,936
+611
247
$438K 0.1%
1,543
+13
248
$435K 0.1%
13,408
-903
249
$435K 0.1%
17,907
-118
250
$434K 0.1%
15,759
-833
8 9
10
11 12