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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$595K 0.12%
277
-13
227
$595K 0.12%
12,404
228
$594K 0.12%
14,714
-578
229
$592K 0.12%
3,550
+130
230
$590K 0.12%
+34,408
231
$587K 0.12%
6,593
+1
232
$587K 0.12%
14,010
+550
233
$585K 0.11%
6,203
234
$584K 0.11%
4,354
-217
235
$583K 0.11%
15,140
+8,500
236
$583K 0.11%
5,587
-257
237
$581K 0.11%
17,529
-591
238
$575K 0.11%
4,357
+397
239
$574K 0.11%
23,964
240
$569K 0.11%
6,795
+22
241
$568K 0.11%
9,094
-166
242
$566K 0.11%
12,340
243
$566K 0.11%
2,821
+28
244
$563K 0.11%
5,041
+381
245
$562K 0.11%
5,189
-14
246
$562K 0.11%
7,318
+3,936
247
$561K 0.11%
5,443
248
$559K 0.11%
10,328
+304
249
$559K 0.11%
65,638
250
$553K 0.11%
3,976
+1,841
8 9
10
11 12