IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+3.26%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$363M
AUM Growth
–
Cap. Flow
+$360M
Cap. Flow
% of AUM
99.01%
Top 10 Holdings %
Top 10 Hldgs %
15.71%
Holding
414
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$9.69M |
| 2 |
Apple
AAPL
|
$7.81M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$7.13M |
| 4 |
Microsoft
MSFT
|
$5.57M |
| 5 |
Starbucks
SBUX
|
$5.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.63% |
| 2 | Financials | 8.27% |
| 3 | Industrials | 7.44% |
| 4 | Consumer Discretionary | 7.13% |
| 5 | Healthcare | 6.68% |
