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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$404K 0.07%
10,830
-345
302
$403K 0.07%
28,806
-3,398
303
$403K 0.07%
7,557
+308
304
$403K 0.07%
39,010
+10,030
305
$402K 0.07%
9,831
-89
306
$402K 0.07%
17,606
307
$401K 0.07%
3,975
-12
308
$401K 0.07%
3,482
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309
$400K 0.06%
4,691
-56
310
$399K 0.06%
5,234
-87
311
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4,957
-59
312
$396K 0.06%
27,527
-1,187
313
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8,699
314
$386K 0.06%
2,957
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315
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5,690
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316
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317
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318
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6,616
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319
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2,787
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320
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1,590
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321
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2,168
322
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2,101
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323
$374K 0.06%
7,178
-893
324
$373K 0.06%
2,326
325
$373K 0.06%
11,627
-337
11 12
13
14 15