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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$455K 0.11%
5,616
-2,846
252
$452K 0.11%
2,986
+963
253
$451K 0.11%
5,693
-126
254
$451K 0.11%
4,541
-668
255
$443K 0.11%
20,518
256
$438K 0.11%
9,841
+1,983
257
$437K 0.11%
17,060
-16,347
258
$437K 0.11%
5,160
-724
259
$435K 0.11%
3,648
-65
260
$433K 0.11%
9,602
+959
261
$431K 0.11%
6,547
262
$430K 0.11%
5,910
-236
263
$430K 0.11%
14,669
-4,393
264
$428K 0.11%
10,269
-1,589
265
$428K 0.11%
2,634
266
$427K 0.11%
8,060
+74
267
$419K 0.11%
7,534
+639
268
$418K 0.11%
7,493
-217
269
$417K 0.11%
1,182
+506
270
$414K 0.1%
3,441
271
$412K 0.1%
2,827
-522
272
$405K 0.1%
11,077
273
$402K 0.1%
2,532
274
$401K 0.1%
1,814
-735
275
$400K 0.1%
14,273
-2,900
9 10
11
12 13