IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$626K 0.07%
2,944
277
$620K 0.06%
8,334
-2,656
278
$619K 0.06%
3,124
+2
279
$617K 0.06%
7,069
+40
280
$616K 0.06%
4,327
+272
281
$613K 0.06%
14,068
+2,576
282
$609K 0.06%
1,918
+90
283
$609K 0.06%
9,878
+2
284
$604K 0.06%
9,582
+515
285
$602K 0.06%
8,782
286
$598K 0.06%
9,776
+676
287
$596K 0.06%
24,186
+83
288
$595K 0.06%
13,437
+86
289
$593K 0.06%
1,280
+102
290
$591K 0.06%
8,575
-1,335
291
$587K 0.06%
4,475
-60
292
$585K 0.06%
51,395
+800
293
$585K 0.06%
8,989
+4,942
294
$582K 0.06%
8,610
-109
295
$579K 0.06%
22,709
-173
296
$576K 0.06%
8,422
+774
297
$574K 0.06%
7,856
298
$567K 0.06%
47,385
-89
299
$566K 0.06%
4,456
-4
300
$564K 0.06%
88,961
+1,428
10 11
12
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