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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$327K 0.07%
12,422
+967
327
$327K 0.07%
6,089
-828
328
$325K 0.07%
7,946
-1,388
329
$325K 0.07%
3,223
-50
330
$324K 0.07%
8,844
-83
331
$324K 0.07%
2,302
-164
332
$323K 0.07%
3,814
333
$319K 0.07%
2,658
-66
334
$317K 0.07%
1,777
+16
335
$316K 0.07%
972
+26
336
$314K 0.07%
2,790
+10
337
$314K 0.07%
2,694
-11
338
$314K 0.07%
12,632
339
$309K 0.07%
3,760
+500
340
$309K 0.07%
2,870
-79
341
$308K 0.07%
2,869
-87
342
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2,690
343
$306K 0.07%
+5,245
344
$303K 0.07%
9,180
-1,223
345
$303K 0.07%
2,078
+5
346
$303K 0.07%
2,180
-33
347
$300K 0.07%
6,047
-1,160
348
$300K 0.07%
6,991
-302
349
$295K 0.07%
6,422
-1,622
350
$292K 0.07%
2,574
-102
12 13
14
15 16