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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$585K 0.11%
6,741
-79
227
$580K 0.1%
4,136
-78
228
$580K 0.1%
17,266
-562
229
$579K 0.1%
9,908
-40
230
$576K 0.1%
4,699
-20
231
$575K 0.1%
3,393
+1
232
$567K 0.1%
1,109
-10
233
$558K 0.1%
5,043
-175
234
$557K 0.1%
7,433
235
$552K 0.1%
13,292
-7,549
236
$550K 0.1%
+6,023
237
$546K 0.1%
10,589
-35
238
$545K 0.1%
2,384
-10
239
$544K 0.1%
11,921
-58
240
$542K 0.1%
3,947
+1,807
241
$536K 0.1%
5,554
-67
242
$536K 0.1%
2,228
-33
243
$534K 0.1%
3,695
-40
244
$532K 0.1%
2,727
+42
245
$531K 0.1%
11,597
246
$528K 0.1%
8,389
-22
247
$523K 0.09%
30,698
248
$517K 0.09%
4,017
-41
249
$513K 0.09%
1,624
-3
250
$507K 0.09%
3,630
8 9
10
11 12