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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$451K 0.08%
3,173
+1,542
277
$451K 0.08%
11,290
278
$450K 0.08%
4,410
279
$445K 0.08%
2,584
-253
280
$443K 0.07%
2,436
-320
281
$440K 0.07%
1,199
+29
282
$438K 0.07%
3,449
283
$437K 0.07%
4,334
-165
284
$436K 0.07%
2,221
285
$433K 0.07%
12,957
-87
286
$432K 0.07%
6,843
+179
287
$424K 0.07%
3,725
-134
288
$423K 0.07%
3,988
-35
289
$421K 0.07%
3,040
+1
290
$420K 0.07%
7,327
-40
291
$420K 0.07%
10,756
-840
292
$415K 0.07%
1,763
+666
293
$412K 0.07%
6,836
+3
294
$411K 0.07%
9,785
+65
295
$410K 0.07%
11,702
-150
296
$410K 0.07%
10,129
-515
297
$408K 0.07%
6,935
+1,847
298
$405K 0.07%
5,655
+236
299
$396K 0.07%
8,055
-130
300
$396K 0.07%
1,038
-49
10 11
12
13 14