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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$463K 0.1%
+2,940
252
$460K 0.1%
6,841
253
$459K 0.1%
11,962
+104
254
$459K 0.1%
5,555
255
$459K 0.1%
3,561
-1,000
256
$459K 0.1%
554
+19
257
$458K 0.1%
4,954
-235
258
$453K 0.1%
24,218
-145
259
$450K 0.1%
14,602
-110
260
$448K 0.1%
3,721
+206
261
$441K 0.1%
11,775
262
$440K 0.1%
1,137
+1
263
$439K 0.1%
32,519
-225
264
$434K 0.1%
1,083
+4
265
$431K 0.1%
10,687
266
$430K 0.1%
2,315
+7
267
$429K 0.1%
77,620
-3,300
268
$427K 0.1%
9,928
269
$426K 0.1%
4,927
+100
270
$424K 0.1%
5,793
-19
271
$423K 0.09%
4,131
-259
272
$420K 0.09%
3,069
-30
273
$419K 0.09%
1,952
-46
274
$419K 0.09%
7,786
-82
275
$416K 0.09%
1,487
-6
9 10
11
12 13