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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$400K 0.08%
12,691
-95
327
$399K 0.08%
10,145
328
$397K 0.08%
65,000
+31,500
329
$395K 0.08%
22,317
+9,711
330
$394K 0.08%
17,118
+9,020
331
$389K 0.08%
7,686
-51
332
$384K 0.08%
4,600
333
$382K 0.08%
5,188
334
$380K 0.07%
2,256
+300
335
$375K 0.07%
4,974
336
$373K 0.07%
6,690
337
$369K 0.07%
9,225
-70
338
$369K 0.07%
10,520
+1
339
$368K 0.07%
+33,609
340
$368K 0.07%
7,000
341
$367K 0.07%
2,897
342
$365K 0.07%
2,311
343
$362K 0.07%
9,291
+320
344
$362K 0.07%
11,250
345
$359K 0.07%
8,000
346
$359K 0.07%
3,452
+453
347
$357K 0.07%
4,994
-5
348
$356K 0.07%
3,138
+1
349
$354K 0.07%
1,086
350
$354K 0.07%
+4,900
12 13
14
15 16