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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$433K 0.1%
1,278
-16
252
$430K 0.1%
7,365
-4,775
253
$426K 0.1%
7,647
+63
254
$423K 0.1%
+3,819
255
$419K 0.1%
11,869
+421
256
$417K 0.1%
14,208
-438
257
$417K 0.1%
13,913
-1,771
258
$415K 0.09%
1,678
+188
259
$414K 0.09%
2,298
-780
260
$407K 0.09%
11,363
-49
261
$399K 0.09%
8,828
-1,916
262
$396K 0.09%
1,807
-240
263
$394K 0.09%
6,520
-1,259
264
$391K 0.09%
3,133
+52
265
$389K 0.09%
1,305
+10
266
$385K 0.09%
+17,805
267
$383K 0.09%
5,440
-793
268
$383K 0.09%
20,447
-13,098
269
$379K 0.09%
26,372
-1,159
270
$379K 0.09%
38,488
271
$378K 0.09%
10,511
272
$378K 0.09%
4,600
273
$376K 0.09%
7,319
-260
274
$375K 0.09%
9,532
-27,432
275
$373K 0.09%
5,525
9 10
11
12 13