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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$505K 0.09%
62,721
-1,052
252
$502K 0.09%
109,679
-13,800
253
$501K 0.09%
16,336
-2
254
$501K 0.09%
7,715
+780
255
$499K 0.09%
47,328
+1,895
256
$498K 0.09%
1,133
-66
257
$496K 0.09%
6,786
-57
258
$496K 0.09%
9,687
-25
259
$490K 0.09%
16,510
260
$488K 0.09%
4,872
+1,877
261
$484K 0.09%
13,622
+665
262
$483K 0.09%
25,171
263
$478K 0.09%
1,240
-66
264
$471K 0.08%
1,083
-3
265
$471K 0.08%
8,071
+16
266
$469K 0.08%
2,718
+282
267
$469K 0.08%
9,740
268
$468K 0.08%
79,087
-1,123
269
$465K 0.08%
10,145
270
$459K 0.08%
5,839
271
$453K 0.08%
+6,474
272
$451K 0.08%
6,453
-626
273
$447K 0.08%
2,567
-17
274
$446K 0.08%
1,116
275
$444K 0.08%
15,067
+650
9 10
11
12 13