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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$615K 0.08%
3,298
252
$612K 0.08%
23,075
-1,803
253
$609K 0.08%
2,395
+21
254
$606K 0.08%
9,910
255
$605K 0.08%
23,868
256
$605K 0.08%
849
-1
257
$595K 0.07%
7,629
-104
258
$593K 0.07%
3,159
+77
259
$592K 0.07%
6,984
-386
260
$580K 0.07%
11,722
-94
261
$579K 0.07%
+10,268
262
$577K 0.07%
4,659
-160
263
$572K 0.07%
59,078
+27
264
$564K 0.07%
56,959
-4,000
265
$563K 0.07%
3,890
-656
266
$563K 0.07%
10,151
+2
267
$559K 0.07%
13,033
+1,426
268
$556K 0.07%
4,532
-25
269
$555K 0.07%
1,917
+588
270
$555K 0.07%
2,999
-16
271
$551K 0.07%
7,845
-525
272
$548K 0.07%
78,830
+7,500
273
$545K 0.07%
1,591
-221
274
$544K 0.07%
2,823
-62
275
$538K 0.07%
776
+399
9 10
11
12 13