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
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$821K 0.09%
8,136
-1,523
227
$821K 0.09%
10,209
228
$820K 0.09%
7,399
+82
229
$819K 0.09%
15,072
-274
230
$813K 0.09%
311
231
$813K 0.09%
16,982
-809
232
$811K 0.09%
1,538
-61
233
$811K 0.09%
8,208
+561
234
$810K 0.09%
30,557
+123
235
$809K 0.09%
10,990
+400
236
$804K 0.09%
9,698
+22
237
$800K 0.09%
8,515
+39
238
$799K 0.09%
2,674
239
$790K 0.09%
8,679
240
$790K 0.09%
12,790
241
$761K 0.09%
2,324
+13
242
$738K 0.08%
9,318
-77
243
$736K 0.08%
2,963
-3,748
244
$734K 0.08%
11,198
-85
245
$732K 0.08%
6,695
+3,920
246
$727K 0.08%
14,506
+1,405
247
$724K 0.08%
10,236
-263
248
$715K 0.08%
7,635
-6
249
$708K 0.08%
36,765
-10,000
250
$706K 0.08%
4,001
+198
8 9
10
11 12