IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$474K 0.05%
4,460
+4
327
$473K 0.05%
1,008
328
$469K 0.05%
11,492
+5,014
329
$459K 0.05%
3,542
-14
330
$458K 0.05%
4,415
+70
331
$456K 0.05%
11,123
+924
332
$452K 0.05%
10,552
333
$450K 0.05%
2,784
334
$447K 0.05%
3,698
335
$445K 0.05%
6,914
-56
336
$445K 0.05%
+5,469
337
$444K 0.05%
783
-49
338
$442K 0.05%
5,066
339
$436K 0.05%
5,953
-41
340
$431K 0.05%
8,518
+147
341
$431K 0.05%
4,623
-2,015
342
$427K 0.05%
976
343
$426K 0.05%
5,782
-147
344
$426K 0.05%
9,067
345
$426K 0.05%
2,797
-59
346
$425K 0.05%
8,478
347
$421K 0.05%
11,691
348
$420K 0.05%
8,491
-241
349
$419K 0.05%
799
-50
350
$418K 0.05%
4,860
12 13
14
15 16