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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$524K 0.09%
3,630
+2
252
$519K 0.09%
80,210
+509
253
$513K 0.09%
1,119
-37
254
$509K 0.09%
45,433
+1,989
255
$508K 0.09%
28,338
+1,500
256
$508K 0.09%
5,621
-67
257
$505K 0.09%
31,734
+652
258
$504K 0.09%
5,345
259
$501K 0.08%
3,561
+1,000
260
$497K 0.08%
2,261
-236
261
$495K 0.08%
2,916
-197
262
$495K 0.08%
23,429
-184
263
$494K 0.08%
1,306
-50
264
$489K 0.08%
7,079
-53
265
$484K 0.08%
5,839
+206
266
$484K 0.08%
25,171
267
$475K 0.08%
8,411
-198
268
$468K 0.08%
10,145
269
$466K 0.08%
3,534
-19
270
$465K 0.08%
10,886
+640
271
$464K 0.08%
1,158
-27
272
$464K 0.08%
1,086
-17
273
$455K 0.08%
32,264
-130
274
$455K 0.08%
9,183
275
$452K 0.08%
9,740
9 10
11
12 13