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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$496K 0.1%
5,376
+2,710
277
$493K 0.1%
11,775
-165
278
$492K 0.1%
10,687
-24
279
$484K 0.1%
11,858
+50
280
$471K 0.09%
2,891
+300
281
$469K 0.09%
33,470
282
$466K 0.09%
6,035
-7,568
283
$464K 0.09%
5,727
-123
284
$464K 0.09%
11,837
+170
285
$463K 0.09%
4,827
286
$462K 0.09%
5,812
-16
287
$461K 0.09%
15,874
288
$460K 0.09%
2,376
+91
289
$460K 0.09%
9,928
+194
290
$460K 0.09%
2,480
-1,150
291
$459K 0.09%
+7,500
292
$455K 0.09%
5,900
293
$452K 0.09%
2,688
-11
294
$452K 0.09%
8,752
-226
295
$449K 0.09%
1,972
+801
296
$444K 0.09%
7,062
-646
297
$443K 0.09%
13,127
-19
298
$440K 0.09%
1,619
+423
299
$438K 0.09%
1,136
300
$435K 0.09%
6,577
10 11
12
13 14