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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$372K 0.06%
5,148
327
$369K 0.06%
4,544
-61
328
$364K 0.06%
6,178
-611
329
$362K 0.06%
3,659
+277
330
$362K 0.06%
57,388
+24,643
331
$361K 0.06%
2,186
-65
332
$359K 0.06%
4,950
-50
333
$358K 0.06%
2,634
-271
334
$356K 0.06%
1,860
+1
335
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2,287
-83
336
$353K 0.06%
4,752
+62
337
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3,812
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338
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2,965
339
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2,043
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340
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220
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341
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+7,132
342
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3,368
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343
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2,643
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344
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11,781
-1,700
345
$335K 0.05%
29,442
+8,258
346
$331K 0.05%
9,215
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347
$328K 0.05%
10,782
-795
348
$328K 0.05%
7,150
-100
349
$327K 0.05%
10,868
350
$326K 0.05%
1,938
12 13
14
15 16