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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$435K 0.09%
7,638
+75
302
$433K 0.09%
11,000
303
$433K 0.09%
9,740
304
$430K 0.08%
10,839
305
$430K 0.08%
7,697
306
$428K 0.08%
3,756
-1,219
307
$426K 0.08%
3,515
+54
308
$420K 0.08%
6,841
309
$416K 0.08%
1,079
310
$414K 0.08%
2,308
+27
311
$413K 0.08%
8,703
-18
312
$412K 0.08%
4,876
-7
313
$411K 0.08%
18,608
314
$409K 0.08%
11,906
-559
315
$408K 0.08%
5,975
316
$407K 0.08%
1,493
+17
317
$407K 0.08%
14,246
+5,700
318
$407K 0.08%
37,947
-539
319
$406K 0.08%
12,320
320
$405K 0.08%
13,990
+800
321
$404K 0.08%
10,868
322
$403K 0.08%
3,962
+87
323
$402K 0.08%
18,392
+3,000
324
$402K 0.08%
27,214
+8,000
325
$401K 0.08%
12,514
11 12
13
14 15