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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$251K 0.06%
+1,328
352
$251K 0.06%
13,614
+1,923
353
$246K 0.06%
6,795
-862
354
$244K 0.06%
2,657
+41
355
$243K 0.06%
8,984
356
$243K 0.06%
8,108
+211
357
$243K 0.06%
+2,125
358
$242K 0.06%
6,970
359
$242K 0.06%
+2,203
360
$242K 0.06%
+6,974
361
$241K 0.06%
+1,042
362
$240K 0.05%
2,309
363
$239K 0.05%
7,805
+25
364
$239K 0.05%
16,392
365
$237K 0.05%
1,187
+133
366
$237K 0.05%
5,878
-1,630
367
$236K 0.05%
2,551
-372
368
$235K 0.05%
10,943
369
$234K 0.05%
7,312
-519
370
$234K 0.05%
+1,504
371
$234K 0.05%
1,046
372
$234K 0.05%
2,022
-24
373
$231K 0.05%
5,422
374
$229K 0.05%
5,446
375
$228K 0.05%
+4,606
13 14
15
16 17