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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$549K 0.11%
2,616
-7
252
$548K 0.11%
3,099
253
$546K 0.11%
1,006
254
$543K 0.11%
8,496
+1,296
255
$540K 0.11%
6,939
+270
256
$531K 0.1%
14,712
-100
257
$531K 0.1%
6,341
+869
258
$528K 0.1%
5,555
-190
259
$528K 0.1%
14,056
260
$523K 0.1%
25,450
-894
261
$517K 0.1%
9,712
+536
262
$515K 0.1%
3,777
+1
263
$514K 0.1%
3,867
-157
264
$511K 0.1%
1,998
+49
265
$508K 0.1%
23,133
-201
266
$508K 0.1%
80,920
+3,140
267
$506K 0.1%
1,081
+11
268
$506K 0.1%
29,372
+715
269
$505K 0.1%
7,868
-28
270
$504K 0.1%
1,224
+25
271
$504K 0.1%
4,390
+393
272
$501K 0.1%
8,995
-23
273
$500K 0.1%
4,478
274
$500K 0.1%
32,744
-60
275
$498K 0.1%
24,363
-9
9 10
11
12 13