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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$321K 0.07%
8,300
-8,661
302
$320K 0.07%
+17,080
303
$317K 0.07%
1,637
+13
304
$316K 0.07%
1,750
+31
305
$313K 0.07%
8,790
+360
306
$311K 0.07%
10,801
-94
307
$311K 0.07%
8,183
-8
308
$303K 0.07%
1,569
+2
309
$303K 0.07%
3,508
310
$302K 0.07%
17,269
+1,030
311
$301K 0.07%
5,237
-3,338
312
$298K 0.07%
2,137
+430
313
$295K 0.07%
7,937
-162
314
$294K 0.07%
3,215
+11
315
$293K 0.07%
4,282
+69
316
$292K 0.07%
10,294
317
$289K 0.07%
9,452
-353
318
$287K 0.07%
5,778
319
$287K 0.07%
8,378
-694
320
$286K 0.07%
+3,811
321
$286K 0.07%
2,754
+48
322
$285K 0.07%
2,531
-37
323
$285K 0.07%
3,000
-654
324
$283K 0.06%
2,711
+373
325
$282K 0.06%
18,217
11 12
13
14 15