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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$346K 0.09%
11,661
+253
302
$345K 0.09%
1,884
+45
303
$343K 0.09%
6,917
+61
304
$342K 0.09%
6,787
+466
305
$341K 0.09%
8,044
-223
306
$337K 0.08%
11,050
-20
307
$336K 0.08%
2,947
+72
308
$333K 0.08%
42,614
309
$332K 0.08%
2,466
-227
310
$324K 0.08%
13,530
-1,449
311
$324K 0.08%
10,403
-4,584
312
$321K 0.08%
17,110
-90
313
$320K 0.08%
25,182
314
$316K 0.08%
3,982
-5,495
315
$314K 0.08%
9,334
-47
316
$310K 0.08%
8,927
-2,040
317
$309K 0.08%
3,814
-220
318
$309K 0.08%
19,092
319
$304K 0.08%
12,632
320
$304K 0.08%
2,724
-1,496
321
$303K 0.08%
5,091
+247
322
$303K 0.08%
2,949
323
$303K 0.08%
2,255
+143
324
$302K 0.08%
2,780
-842
325
$300K 0.08%
11,455
+954
11 12
13
14 15