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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$354K 0.07%
10,850
-180
352
$353K 0.07%
1,461
+2
353
$348K 0.07%
2,958
-13
354
$347K 0.07%
1,029
355
$346K 0.07%
+3,886
356
$346K 0.07%
5,545
357
$345K 0.07%
27,227
+300
358
$344K 0.07%
16,596
-57
359
$342K 0.07%
26,689
-730
360
$341K 0.07%
535
+62
361
$340K 0.07%
3,241
362
$339K 0.07%
31,054
363
$339K 0.07%
4,757
+1
364
$336K 0.07%
1,991
+228
365
$335K 0.07%
550
366
$334K 0.07%
1,943
+72
367
$330K 0.06%
5,678
368
$330K 0.06%
25,850
369
$328K 0.06%
6,362
370
$327K 0.06%
2,687
-33
371
$323K 0.06%
5,210
+155
372
$321K 0.06%
2,063
-27
373
$320K 0.06%
1,591
+15
374
$320K 0.06%
4,435
-2,553
375
$319K 0.06%
4,552
-86
13 14
15
16 17