IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$737K 0.08%
14,672
+166
252
$734K 0.08%
758
253
$727K 0.08%
311
254
$723K 0.08%
7,270
-1,245
255
$720K 0.08%
39,089
+2,324
256
$716K 0.07%
21,974
-958
257
$709K 0.07%
12,186
258
$708K 0.07%
11,377
-276
259
$695K 0.07%
10,473
+237
260
$686K 0.07%
8,579
+62
261
$683K 0.07%
2,598
-436
262
$682K 0.07%
6,053
-34
263
$682K 0.07%
+14,548
264
$681K 0.07%
1,615
+639
265
$668K 0.07%
61,906
+2,612
266
$667K 0.07%
2,328
+82
267
$667K 0.07%
9,295
-218
268
$666K 0.07%
+3,250
269
$657K 0.07%
7,835
-19
270
$653K 0.07%
2,019
+3
271
$648K 0.07%
55,884
+26
272
$646K 0.07%
2,182
+150
273
$646K 0.07%
9,781
+929
274
$641K 0.07%
3,377
+8
275
$630K 0.07%
3,097
+362
9 10
11
12 13