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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$411K 0.05%
+6,751
327
$411K 0.05%
6,021
-99
328
$411K 0.05%
5,164
329
$410K 0.05%
4,860
+119
330
$409K 0.05%
2,364
-20
331
$406K 0.05%
4,400
-264
332
$404K 0.05%
3,458
-43
333
$403K 0.05%
11,301
-28
334
$403K 0.05%
7,978
+94
335
$402K 0.05%
4,008
-25
336
$398K 0.05%
6,606
+155
337
$394K 0.05%
9,827
-607
338
$394K 0.05%
2,934
339
$389K 0.05%
10,701
-175
340
$389K 0.05%
4,924
341
$388K 0.05%
3,459
+48
342
$387K 0.05%
1,148
+72
343
$386K 0.05%
8,320
+107
344
$385K 0.05%
3,705
345
$385K 0.05%
10,784
346
$382K 0.05%
5,155
347
$381K 0.05%
2,954
-112
348
$381K 0.05%
36,392
-23,003
349
$377K 0.05%
15,300
-6
350
$374K 0.05%
10,552
12 13
14
15 16