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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$400K 0.1%
4,779
-600
277
$396K 0.1%
+5,053
278
$393K 0.1%
8,339
-150
279
$393K 0.1%
1,687
+24
280
$390K 0.1%
5,673
-3,889
281
$389K 0.1%
13,691
282
$384K 0.1%
27,970
+1,390
283
$383K 0.1%
11,415
284
$383K 0.1%
17,168
+711
285
$373K 0.09%
6,536
-3,851
286
$371K 0.09%
3,273
-639
287
$369K 0.09%
14,504
-6,026
288
$368K 0.09%
11,354
289
$363K 0.09%
5,563
+1,830
290
$358K 0.09%
9,742
-3,890
291
$358K 0.09%
11,143
292
$357K 0.09%
9,021
-351
293
$355K 0.09%
21,067
+283
294
$355K 0.09%
2,114
295
$354K 0.09%
1,695
+602
296
$353K 0.09%
3,546
297
$351K 0.09%
7,207
298
$350K 0.09%
6,940
-2,550
299
$349K 0.09%
4,020
-691
300
$347K 0.09%
1,250
-20
10 11
12
13 14