IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$694K 0.08%
11,653
-24
252
$686K 0.08%
1,208
-295
253
$684K 0.08%
2,570
+186
254
$683K 0.08%
10,122
+6,159
255
$677K 0.08%
8,517
+819
256
$675K 0.08%
12,980
+5,921
257
$668K 0.07%
6,376
-68
258
$658K 0.07%
22,932
-834
259
$658K 0.07%
12,186
-11
260
$656K 0.07%
6,087
-223
261
$652K 0.07%
9,513
-239
262
$650K 0.07%
8,719
-612
263
$634K 0.07%
9,910
264
$633K 0.07%
44,316
-400
265
$631K 0.07%
2,016
-8
266
$629K 0.07%
7,854
+5
267
$626K 0.07%
+2,944
268
$624K 0.07%
59,294
+5,605
269
$622K 0.07%
4,566
-3,309
270
$617K 0.07%
3,122
-8
271
$612K 0.07%
3,369
+22
272
$609K 0.07%
4,532
273
$607K 0.07%
758
274
$606K 0.07%
1,966
-49
275
$605K 0.07%
4,535
9 10
11
12 13