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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$502K 0.11%
5,300
+1,280
252
$496K 0.11%
7,791
-411
253
$494K 0.11%
5,690
+911
254
$491K 0.11%
2,787
+92
255
$491K 0.11%
8,907
+173
256
$491K 0.11%
+38,488
257
$483K 0.11%
5,910
258
$481K 0.11%
10,032
-237
259
$478K 0.11%
10,432
-7,965
260
$475K 0.11%
1,602
-85
261
$473K 0.11%
8,831
+33
262
$472K 0.11%
5,697
+81
263
$471K 0.11%
4,826
-334
264
$468K 0.11%
111,974
-11,346
265
$465K 0.11%
20,518
266
$463K 0.1%
2,588
-46
267
$461K 0.1%
7,313
-710
268
$460K 0.1%
2,000
+186
269
$460K 0.1%
7,537
+44
270
$459K 0.1%
+17,264
271
$459K 0.1%
3,658
+10
272
$459K 0.1%
+8,155
273
$456K 0.1%
2,346
+462
274
$455K 0.1%
+3,539
275
$446K 0.1%
9,289
-313
9 10
11
12 13