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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$326K 0.06%
4,065
+118
327
$326K 0.06%
16,101
-291
328
$326K 0.06%
4,706
+100
329
$323K 0.06%
1,838
330
$322K 0.06%
17,059
-21
331
$317K 0.06%
18,217
332
$315K 0.06%
2,870
+67
333
$314K 0.06%
14,703
+1,089
334
$314K 0.06%
4,646
+84
335
$312K 0.06%
2,610
-390
336
$312K 0.06%
2,441
-90
337
$310K 0.06%
10,299
338
$310K 0.06%
1,519
-50
339
$309K 0.06%
7,688
-117
340
$309K 0.06%
5,250
-170
341
$304K 0.06%
1,609
342
$304K 0.06%
4,942
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343
$300K 0.06%
1,046
344
$297K 0.06%
7,426
-3,014
345
$296K 0.06%
2,196
+71
346
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5,045
-192
347
$294K 0.06%
5,975
-1,272
348
$292K 0.06%
6,971
-1,407
349
$290K 0.06%
7,066
-1,234
350
$289K 0.06%
9,612
-133
12 13
14
15 16