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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$574K 0.1%
2,980
-63
227
$573K 0.1%
7,433
-25
228
$572K 0.1%
123,479
-7,492
229
$568K 0.1%
6,820
+6
230
$566K 0.1%
4,310
231
$566K 0.1%
10,624
-159
232
$566K 0.1%
1,627
-57
233
$565K 0.1%
11,979
+1
234
$564K 0.1%
4,214
+1
235
$564K 0.1%
6,689
-32
236
$556K 0.09%
9,712
-50
237
$555K 0.09%
4,719
-204
238
$552K 0.09%
2,685
+24
239
$548K 0.09%
63,773
-75
240
$547K 0.09%
16,338
+6
241
$547K 0.09%
1,166
-202
242
$546K 0.09%
6,744
243
$542K 0.09%
11,597
-400
244
$539K 0.09%
4,058
-104
245
$534K 0.09%
10,050
-76
246
$532K 0.09%
1,020
-30
247
$531K 0.09%
16,510
-7,224
248
$531K 0.09%
4,530
249
$529K 0.09%
42,500
-350
250
$525K 0.09%
1,116
8 9
10
11 12