IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$589K
3
+$579K
4
BILL icon
BILL Holdings
BILL
+$425K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$410K

Top Sells

1
+$1.33M
2
+$1.28M
3
+$1.17M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
VHT icon
Vanguard Health Care ETF
VHT
+$731K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$625K 0.1%
1,223
-17
227
$618K 0.1%
7,987
-76
228
$616K 0.1%
6,158
-254
229
$609K 0.1%
12,763
-1,690
230
$603K 0.1%
12,208
-206
231
$602K 0.1%
7,433
232
$590K 0.1%
11,835
-37
233
$582K 0.09%
11,809
-112
234
$581K 0.09%
4,469
-22
235
$578K 0.09%
5,900
-123
236
$573K 0.09%
3,376
-17
237
$573K 0.09%
13,017
-275
238
$573K 0.09%
10,442
-147
239
$571K 0.09%
5,036
+337
240
$570K 0.09%
3,633
+3
241
$569K 0.09%
8,607
+218
242
$568K 0.09%
16,343
+7
243
$564K 0.09%
2,356
-28
244
$555K 0.09%
2,921
+203
245
$548K 0.09%
4,018
+1
246
$547K 0.09%
1,116
247
$544K 0.09%
10,848
-749
248
$538K 0.09%
5,531
-23
249
$537K 0.09%
2,438
-289
250
$537K 0.09%
3,947
8 9
10
11 12