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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.59M
3 +$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$371K 0.08%
10,317
-241
277
$370K 0.08%
7,502
-6,587
278
$366K 0.08%
2,806
+1
279
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$366K 0.08%
7,804
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281
$363K 0.08%
2,680
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282
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6,912
-183
283
$357K 0.08%
7,247
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284
$356K 0.08%
8,690
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285
$354K 0.08%
7,655
286
$352K 0.08%
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287
$352K 0.08%
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288
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289
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290
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291
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293
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13,205
294
$337K 0.08%
8,780
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295
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27,139
+189
296
$334K 0.08%
5,420
-2,922
297
$330K 0.08%
27,645
+64
298
$324K 0.07%
+9,106
299
$322K 0.07%
23,957
300
$321K 0.07%
39,464