IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$597K 0.07%
3,255
+60
277
$596K 0.07%
87,533
+8,837
278
$587K 0.07%
4,625
-148
279
$587K 0.07%
7,029
-115
280
$583K 0.07%
1,442
-115
281
$582K 0.07%
13,351
+149
282
$579K 0.06%
11,951
+3,407
283
$578K 0.06%
4,039
+188
284
$573K 0.06%
55,858
-512
285
$571K 0.06%
50,595
+1,650
286
$569K 0.06%
2,032
-811
287
$566K 0.06%
1,828
-1
288
$562K 0.06%
1,051
+23
289
$560K 0.06%
2,781
290
$555K 0.06%
22,882
-2
291
$554K 0.06%
24,103
+235
292
$553K 0.06%
2,525
-269
293
$552K 0.06%
4,480
-70
294
$549K 0.06%
9,876
-278
295
$548K 0.06%
3,248
-50
296
$545K 0.06%
4,055
297
$543K 0.06%
7,856
298
$540K 0.06%
4,084
+15
299
$535K 0.06%
16,491
+5,496
300
$531K 0.06%
2,735
-255
10 11
12
13 14