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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$259K 0.07%
1,842
-17
352
$259K 0.07%
1,056
-512
353
$256K 0.06%
3,855
354
$254K 0.06%
3,680
-644
355
$254K 0.06%
10,746
-130
356
$254K 0.06%
8,994
+5
357
$253K 0.06%
6,860
358
$251K 0.06%
4,924
-345
359
$250K 0.06%
1,299
-105
360
$248K 0.06%
5,341
361
$247K 0.06%
8,930
-3,960
362
$247K 0.06%
1,577
-75
363
$247K 0.06%
1,760
-1,142
364
$244K 0.06%
1,692
365
$241K 0.06%
2,213
-65
366
$239K 0.06%
+1,719
367
$237K 0.06%
1,658
+61
368
$235K 0.06%
3,784
369
$233K 0.06%
3,260
370
$232K 0.06%
5,422
-45
371
$232K 0.06%
3,148
-22
372
$231K 0.06%
2,317
373
$230K 0.06%
4,112
-20
374
$230K 0.06%
+2,690
375
$229K 0.06%
3,073
13 14
15
16 17