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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$463K 0.06%
1,911
+56
302
$460K 0.06%
3,222
303
$459K 0.06%
2,080
304
$454K 0.06%
1,068
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305
$453K 0.06%
5,066
306
$449K 0.06%
11,047
+70
307
$449K 0.06%
15,962
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308
$449K 0.06%
9,154
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309
$446K 0.06%
3,377
310
$444K 0.06%
1,162
+1
311
$432K 0.05%
8,478
-195
312
$431K 0.05%
7,154
313
$430K 0.05%
35,516
+3,656
314
$429K 0.05%
3,175
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315
$428K 0.05%
1,731
316
$427K 0.05%
1,681
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317
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28,315
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318
$425K 0.05%
5,054
-45
319
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2,844
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320
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1,459
321
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1,008
-32
322
$416K 0.05%
2,159
-58
323
$415K 0.05%
3,556
-252
324
$415K 0.05%
6,854
-187
325
$412K 0.05%
4,461
-60
11 12
13
14 15