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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$372K 0.07%
10,633
-80
302
$371K 0.07%
10,014
-36
303
$371K 0.07%
2,969
-71
304
$371K 0.07%
11,212
-88
305
$369K 0.07%
5,321
-24
306
$359K 0.06%
5,016
+86
307
$353K 0.06%
11,577
-125
308
$351K 0.06%
2,176
309
$350K 0.06%
2,129
+163
310
$350K 0.06%
8,506
311
$348K 0.06%
3,785
+1,132
312
$347K 0.06%
5,000
313
$346K 0.06%
4,605
-67
314
$346K 0.06%
+7,310
315
$342K 0.06%
2,251
-169
316
$342K 0.06%
5,957
317
$341K 0.06%
3,000
318
$341K 0.06%
5,537
-433
319
$341K 0.06%
3,706
-19
320
$339K 0.06%
1,597
-6
321
$339K 0.06%
5,820
322
$339K 0.06%
13,481
323
$336K 0.06%
3,018
-132
324
$334K 0.06%
2,168
325
$326K 0.06%
1,673
+687
11 12
13
14 15