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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$298K 0.08%
3,084
-485
327
$298K 0.08%
7,273
-516
328
$297K 0.07%
2,705
-705
329
$297K 0.07%
10,715
+420
330
$291K 0.07%
2,676
-585
331
$289K 0.07%
2,956
332
$286K 0.07%
+3,277
333
$282K 0.07%
1,270
-234
334
$282K 0.07%
4,800
+53
335
$281K 0.07%
+1,761
336
$280K 0.07%
14,062
-698
337
$280K 0.07%
2,092
-119
338
$278K 0.07%
1,047
-190
339
$277K 0.07%
8,932
-908
340
$277K 0.07%
4,302
341
$276K 0.07%
946
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342
$275K 0.07%
2,073
-396
343
$271K 0.07%
5,423
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344
$271K 0.07%
8,690
+120
345
$271K 0.07%
10,165
346
$270K 0.07%
17,713
-375
347
$266K 0.07%
7,293
-118
348
$264K 0.07%
32,836
349
$262K 0.07%
1,046
350
$259K 0.07%
1,606
-1,196
12 13
14
15 16