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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$377K 0.09%
12,820
+1,159
302
$374K 0.08%
13,691
303
$374K 0.08%
11,050
304
$370K 0.08%
42,614
305
$369K 0.08%
984
-266
306
$367K 0.08%
7,291
+504
307
$366K 0.08%
14,100
-3,010
308
$361K 0.08%
1,535
+265
309
$357K 0.08%
5,141
-422
310
$356K 0.08%
5,519
+428
311
$352K 0.08%
10,582
-133
312
$352K 0.08%
6,640
-8,294
313
$348K 0.08%
8,760
+70
314
$345K 0.08%
2,909
-175
315
$345K 0.08%
12,779
-1,725
316
$344K 0.08%
10,500
+335
317
$343K 0.08%
4,011
+29
318
$342K 0.08%
25,182
319
$342K 0.08%
5,823
-713
320
$335K 0.08%
1,695
321
$334K 0.08%
8,636
-1,106
322
$331K 0.07%
12,400
-1,130
323
$330K 0.07%
13,998
-64
324
$329K 0.07%
19,092
325
$329K 0.07%
1,419
+120
11 12
13
14 15