IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$531K 0.06%
10,093
-617
302
$523K 0.06%
6,364
-290
303
$519K 0.06%
1,178
+109
304
$519K 0.06%
8,852
+1,032
305
$518K 0.06%
4,901
306
$517K 0.06%
8,782
307
$515K 0.06%
47,474
-1,436
308
$515K 0.06%
+7,648
309
$514K 0.06%
9,100
+4,970
310
$513K 0.06%
25,156
311
$513K 0.06%
4,767
-937
312
$513K 0.06%
19,707
313
$511K 0.06%
60,275
314
$508K 0.06%
3,769
+1
315
$508K 0.06%
10,258
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316
$506K 0.06%
9,740
317
$496K 0.06%
6,097
318
$491K 0.05%
28,177
319
$490K 0.05%
2,055
320
$489K 0.05%
16,619
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321
$483K 0.05%
11,000
322
$482K 0.05%
10,662
323
$482K 0.05%
3,511
-723
324
$482K 0.05%
1,030
-33
325
$479K 0.05%
3,304
11 12
13
14 15