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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$722K 0.09%
10,992
-35
227
$719K 0.09%
8,485
-682
228
$714K 0.09%
11,022
+145
229
$713K 0.09%
22,240
+915
230
$702K 0.09%
8,644
-78
231
$694K 0.09%
4,234
-200
232
$693K 0.09%
1,216
233
$691K 0.09%
6,426
-317
234
$686K 0.09%
4,833
-21
235
$684K 0.09%
2,164
236
$680K 0.09%
7,357
-100
237
$679K 0.09%
12,197
+11
238
$676K 0.08%
7,846
239
$666K 0.08%
10,704
+50
240
$664K 0.08%
3,921
-6
241
$661K 0.08%
6,828
+1,198
242
$657K 0.08%
4,018
-142
243
$653K 0.08%
9,657
244
$648K 0.08%
12,926
+59
245
$635K 0.08%
1,856
+4
246
$631K 0.08%
3,601
+525
247
$629K 0.08%
6,554
-12
248
$628K 0.08%
5,992
-1,008
249
$625K 0.08%
52,318
+5,976
250
$617K 0.08%
2,920
+71
8 9
10
11 12