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

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

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
$366K 0.08%
3,845
+2
280
$366K 0.08%
7,804
+384
281
$363K 0.08%
2,680
+184
282
$358K 0.08%
6,912
-183
283
$357K 0.08%
7,247
-420
284
$356K 0.08%
8,690
-17
285
$354K 0.08%
7,655
286
$352K 0.08%
9,945
287
$352K 0.08%
+3,184
288
$348K 0.08%
1,066
+10
289
$347K 0.08%
4,396
-1,113
290
$343K 0.08%
10,440
-10,215
291
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2,743
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292
$341K 0.08%
9,318
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293
$338K 0.08%
13,205
294
$337K 0.08%
8,780
-276
295
$334K 0.08%
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
10 11
12
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