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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$413K 0.09%
5,975
-366
277
$412K 0.09%
5,619
-108
278
$405K 0.09%
10,789
-50
279
$403K 0.09%
3,449
+491
280
$401K 0.09%
9,740
281
$397K 0.09%
7,086
+24
282
$395K 0.09%
8,622
-130
283
$392K 0.09%
10,145
284
$390K 0.09%
1,603
-16
285
$389K 0.09%
11,806
-100
286
$379K 0.09%
2,031
+88
287
$379K 0.09%
8,703
288
$379K 0.09%
3,997
+35
289
$378K 0.08%
9,668
+443
290
$378K 0.08%
1,386
291
$378K 0.08%
5,558
+370
292
$376K 0.08%
4,948
+72
293
$375K 0.08%
1,103
+17
294
$374K 0.08%
4,883
-91
295
$373K 0.08%
3,000
296
$372K 0.08%
8,995
297
$368K 0.08%
12,686
-5
298
$367K 0.08%
2,947
+50
299
$362K 0.08%
2,017
+761
300
$361K 0.08%
26,689
10 11
12
13 14