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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$445K 0.1%
10,092
+5,046
277
$445K 0.1%
21,067
278
$445K 0.1%
8,144
+610
279
$444K 0.1%
1,182
280
$436K 0.1%
14,968
-1,306
281
$436K 0.1%
6,341
-206
282
$436K 0.1%
2,114
283
$434K 0.1%
29,130
+1,160
284
$430K 0.1%
11,088
+11
285
$429K 0.1%
8,766
-995
286
$426K 0.1%
18,193
+1,025
287
$425K 0.1%
8,339
288
$419K 0.09%
11,415
289
$416K 0.09%
2,665
+133
290
$410K 0.09%
+3,724
291
$404K 0.09%
11,143
292
$400K 0.09%
11,354
293
$399K 0.09%
2,592
+934
294
$397K 0.09%
13,311
-1,358
295
$392K 0.09%
7,287
+347
296
$389K 0.09%
8,922
-99
297
$387K 0.09%
+8,623
298
$385K 0.09%
15,094
-1,966
299
$383K 0.09%
4,733
-320
300
$382K 0.09%
3,596
+50
10 11
12
13 14