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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$478K 0.08%
32,055
-3,726
277
$477K 0.08%
46,052
-1,276
278
$476K 0.08%
13,254
-4,012
279
$475K 0.08%
3,494
-35
280
$472K 0.08%
6,510
+3,304
281
$472K 0.08%
5,516
-323
282
$461K 0.07%
24,205
-6,493
283
$459K 0.07%
2,128
-1
284
$457K 0.07%
42,761
+14,627
285
$457K 0.07%
1,175
+42
286
$454K 0.07%
1,126
287
$454K 0.07%
9,479
-208
288
$449K 0.07%
5,795
-946
289
$449K 0.07%
6,769
-17
290
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9,714
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291
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69,086
-10,001
292
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+7,129
293
$432K 0.07%
+8,123
294
$428K 0.07%
19,786
-1,326
295
$422K 0.07%
+5,177
296
$422K 0.07%
10,803
+789
297
$422K 0.07%
3,000
298
$421K 0.07%
5,084
-453
299
$416K 0.07%
2,973
-45
300
$405K 0.07%
987
-51
10 11
12
13 14