IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+7.01%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$433M
AUM Growth
+$126M
(+41%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
25.08%
Top 10 Holdings %
Top 10 Hldgs %
18.49%
Holding
425
New
172
Increased
93
Reduced
113
Closed
34
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.11M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.81M |
| 3 |
RESN
Resonant Inc.
RESN
|
$5.75M |
| 4 |
Amazon
AMZN
|
$5.72M |
| 5 |
Akamai
AKAM
|
$3.38M |
Top Sells
| 1 |
Starbucks
SBUX
|
$5.04M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.79M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.08M |
| 4 |
Citigroup
C
|
$2.05M |
| 5 |
Aflac
AFL
|
$1.61M |
Sector Composition
| 1 | Technology | 13.23% |
| 2 | Financials | 7.9% |
| 3 | Industrials | 6.21% |
| 4 | Healthcare | 5.18% |
| 5 | Consumer Discretionary | 5.15% |
