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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$326K 0.06%
2,326
-5
327
$323K 0.06%
4,747
-59
328
$321K 0.06%
242,883
329
$320K 0.06%
8,699
330
$319K 0.06%
1,859
+3
331
$313K 0.06%
5,148
332
$312K 0.06%
15,690
-216
333
$311K 0.06%
17,606
-3,421
334
$309K 0.06%
28,714
-64
335
$308K 0.06%
2,965
-5
336
$307K 0.06%
2,905
-11
337
$307K 0.06%
4,797
+2
338
$305K 0.06%
16,352
339
$304K 0.05%
5,546
-260
340
$304K 0.05%
2,764
+36
341
$300K 0.05%
3,382
+1,000
342
$298K 0.05%
2,472
-35
343
$298K 0.05%
1,959
-5
344
$297K 0.05%
2,867
-77
345
$297K 0.05%
7,249
-88
346
$296K 0.05%
21,017
-481
347
$294K 0.05%
6,161
+695
348
$293K 0.05%
4,531
349
$293K 0.05%
4,458
-51
350
$291K 0.05%
4,234
-388
12 13
14
15 16