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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$558K 0.11%
14,468
+510
227
$552K 0.11%
2,429
-178
228
$550K 0.11%
11,981
-329
229
$550K 0.11%
15,182
+452
230
$546K 0.11%
6,470
-955
231
$541K 0.11%
1,628
+115
232
$541K 0.11%
4,544
+1,833
233
$535K 0.11%
1,108
+95
234
$532K 0.11%
1,739
+92
235
$532K 0.11%
24,802
-40
236
$529K 0.11%
5,799
-198
237
$529K 0.11%
14,237
-7,345
238
$527K 0.1%
7,710
+63
239
$522K 0.1%
3,261
+518
240
$522K 0.1%
1,501
-211
241
$519K 0.1%
13,205
242
$517K 0.1%
12,314
+3,208
243
$517K 0.1%
3,487
-230
244
$515K 0.1%
58,552
+18,245
245
$511K 0.1%
13,505
-2,254
246
$511K 0.1%
11,119
-1,891
247
$506K 0.1%
7,254
-65
248
$504K 0.1%
9,265
-174
249
$504K 0.1%
+8,378
250
$503K 0.1%
33,068
-2,560
8 9
10
11 12