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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$441K 0.08%
32,204
-60
277
$432K 0.08%
3,529
+80
278
$431K 0.08%
10,542
-344
279
$426K 0.08%
1,877
+114
280
$424K 0.08%
9,169
-14
281
$423K 0.08%
1,158
282
$421K 0.08%
4,410
283
$411K 0.07%
11,964
-1
284
$410K 0.07%
21,112
-2,317
285
$406K 0.07%
31,492
-242
286
$406K 0.07%
3,987
-347
287
$402K 0.07%
35,781
288
$401K 0.07%
9,785
289
$398K 0.07%
2,127
-94
290
$394K 0.07%
9,920
-209
291
$390K 0.07%
7,288
-39
292
$387K 0.07%
1,038
293
$385K 0.07%
6,977
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294
$384K 0.07%
11,175
-115
295
$383K 0.07%
2,928
+878
296
$383K 0.07%
5,655
297
$381K 0.07%
3,447
-87
298
$380K 0.07%
6,789
-47
299
$374K 0.07%
4,690
300
$372K 0.07%
1,126
10 11
12
13 14