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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$288K 0.06%
3,951
-147
352
$287K 0.06%
6,598
-376
353
$286K 0.06%
6,625
-837
354
$284K 0.06%
8,153
-1,502
355
$284K 0.06%
1,624
-86
356
$282K 0.06%
3,754
-642
357
$282K 0.06%
6,412
-3,120
358
$281K 0.06%
6,029
+632
359
$279K 0.06%
13,254
360
$279K 0.06%
+9,786
361
$277K 0.06%
3,587
-161
362
$275K 0.05%
3,804
363
$270K 0.05%
+6,272
364
$270K 0.05%
2,551
365
$269K 0.05%
8,236
-748
366
$268K 0.05%
2,238
-75
367
$266K 0.05%
2,022
368
$264K 0.05%
1,077
-466
369
$264K 0.05%
1,220
+33
370
$263K 0.05%
918
-25
371
$263K 0.05%
7,579
-529
372
$263K 0.05%
3,890
-628
373
$263K 0.05%
4,654
-1,619
374
$256K 0.05%
1,189
+8
375
$256K 0.05%
4,295
-90
13 14
15
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