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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$343K 0.06%
7,337
-401
327
$343K 0.06%
4,622
+156
328
$342K 0.06%
7,512
-122
329
$341K 0.06%
3,000
330
$341K 0.06%
13,481
331
$340K 0.06%
4,600
332
$336K 0.06%
15,906
333
$335K 0.06%
4,922
-53
334
$334K 0.06%
5,970
335
$331K 0.06%
1,856
+105
336
$330K 0.06%
1,591
337
$329K 0.06%
5,806
+1,298
338
$328K 0.06%
5,148
339
$328K 0.06%
10,713
+5,948
340
$327K 0.06%
2,995
-155
341
$325K 0.05%
2,507
342
$324K 0.05%
2,331
343
$322K 0.05%
7,500
-400
344
$321K 0.05%
12,700
+2,400
345
$318K 0.05%
4,531
+2
346
$318K 0.05%
2,176
+338
347
$317K 0.05%
2,970
348
$317K 0.05%
21,498
-395
349
$317K 0.05%
2,944
-270
350
$316K 0.05%
4,895
-1,111
12 13
14
15 16