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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$204K 0.06%
+7,055
252
$163K 0.05%
27,299
-866
253
$154K 0.05%
20,328
+9,117
254
– –
-6,765
255
– –
-5,246
256
– –
-7,928
257
– –
-3,359
258
– –
-6,971
259
– –
-42,210
260
– –
-264
261
– –
-8,197
262
– –
-1,087
263
– –
-3,105
264
– –
-6,731
265
– –
-5,684
266
– –
-6,267
267
– –
-3,046
268
– –
-7,944
269
– –
-4,966
270
– –
-5,111
271
– –
-9,078
272
– –
-14,904
273
– –
-2,827
274
– –
-6,639
275
– –
-7,457
9 10
11
12 13