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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$532K 0.09%
25,171
252
$531K 0.09%
6,818
+861
253
$528K 0.09%
9,740
254
$523K 0.08%
14,841
-226
255
$519K 0.08%
13,660
-2,850
256
$517K 0.08%
1,174
+16
257
$514K 0.08%
2,208
-20
258
$513K 0.08%
42,500
259
$512K 0.08%
3,696
+1
260
$511K 0.08%
10,387
-155
261
$511K 0.08%
10,145
262
$505K 0.08%
2,561
-6
263
$503K 0.08%
2,332
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264
$502K 0.08%
1,083
265
$497K 0.08%
4,410
266
$496K 0.08%
9,169
267
$495K 0.08%
4,529
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268
$491K 0.08%
1,891
+14
269
$490K 0.08%
60,702
-2,019
270
$489K 0.08%
7,108
+1,562
271
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26,092
-13,916
272
$486K 0.08%
3,412
-35
273
$482K 0.08%
11,135
-77
274
$482K 0.08%
7,192
-96
275
$480K 0.08%
6,073
-380
9 10
11
12 13