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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$320K 0.07%
5,678
327
$315K 0.07%
5,240
+416
328
$314K 0.07%
1,029
329
$313K 0.07%
2,336
330
$311K 0.07%
2,687
331
$311K 0.07%
4,330
-30
332
$305K 0.07%
554
+4
333
$305K 0.07%
2,374
+60
334
$305K 0.07%
1,468
+7
335
$303K 0.07%
20,150
336
$301K 0.07%
8,808
337
$300K 0.07%
17,968
-632
338
$298K 0.07%
4,467
+32
339
$296K 0.07%
9,568
-2
340
$296K 0.07%
10,523
+3
341
$295K 0.07%
11,547
342
$295K 0.07%
716
343
$291K 0.07%
17,667
344
$290K 0.07%
2,276
345
$287K 0.06%
7,994
-1
346
$286K 0.06%
5,210
347
$286K 0.06%
+4,000
348
$282K 0.06%
6,738
-180
349
$281K 0.06%
7,912
-39
350
$281K 0.06%
2,063
12 13
14
15 16