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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$502K 0.1%
17,768
-139
252
$500K 0.1%
5,292
+53
253
$499K 0.1%
7,134
+222
254
$498K 0.1%
10,691
-672
255
$484K 0.1%
+3,543
256
$484K 0.1%
29,473
+1,828
257
$481K 0.1%
2,141
-124
258
$477K 0.09%
13,247
-161
259
$476K 0.09%
7,061
+88
260
$472K 0.09%
10,941
261
$468K 0.09%
8,523
-164
262
$465K 0.09%
8,960
+2,990
263
$463K 0.09%
7,940
-2,925
264
$458K 0.09%
26,372
265
$455K 0.09%
8,749
-569
266
$451K 0.09%
4,922
-518
267
$450K 0.09%
5,406
-1,147
268
$450K 0.09%
7,504
-151
269
$448K 0.09%
2,842
-114
270
$443K 0.09%
4,220
-62
271
$441K 0.09%
2,683
-450
272
$433K 0.09%
17,637
-168
273
$432K 0.09%
7,877
+375
274
$430K 0.09%
2,029
-269
275
$430K 0.09%
10,421
-3,269
9 10
11
12 13