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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$393K 0.07%
4,672
-103
302
$390K 0.07%
21,027
-1,364
303
$387K 0.07%
4,930
-327
304
$386K 0.07%
2,114
-10
305
$383K 0.06%
14,417
306
$382K 0.06%
8,699
-71
307
$382K 0.06%
2,420
-40
308
$381K 0.06%
1,966
+73
309
$380K 0.06%
3,880
-2,135
310
$374K 0.06%
7,517
-30
311
$373K 0.06%
11,300
+368
312
$369K 0.06%
242,883
+50
313
$368K 0.06%
4,795
+1
314
$367K 0.06%
1,126
315
$365K 0.06%
5,000
-192
316
$362K 0.06%
5,820
317
$360K 0.06%
35,781
+8,068
318
$357K 0.06%
1,938
319
$356K 0.06%
7,496
320
$356K 0.06%
9,839
-217
321
$353K 0.06%
1,603
+37
322
$351K 0.06%
4,690
+209
323
$351K 0.06%
11,965
+1,456
324
$349K 0.06%
2,168
325
$343K 0.06%
3,150
+208
11 12
13
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