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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$390K 0.08%
4,600
302
$388K 0.08%
7,040
+1,868
303
$388K 0.08%
8,261
+324
304
$377K 0.07%
23,894
-63
305
$377K 0.07%
10,294
306
$376K 0.07%
39,341
-123
307
$374K 0.07%
29,372
-38,115
308
$372K 0.07%
5,778
309
$370K 0.07%
2,075
-660
310
$369K 0.07%
8,850
-3,400
311
$365K 0.07%
2,447
+244
312
$364K 0.07%
3,109
+355
313
$362K 0.07%
+811
314
$359K 0.07%
26,521
+3,492
315
$357K 0.07%
1,786
-21
316
$354K 0.07%
3,508
317
$350K 0.07%
1,147
+105
318
$349K 0.07%
3,216
+1
319
$346K 0.07%
2,657
320
$345K 0.07%
4,425
-1,100
321
$340K 0.07%
9,740
322
$336K 0.07%
+5,100
323
$334K 0.07%
8,844
-608
324
$333K 0.07%
1,450
-300
325
$332K 0.07%
10,943
11 12
13
14 15