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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$280K 0.06%
1,591
352
$279K 0.06%
4,252
-300
353
$277K 0.06%
9,200
-50
354
$277K 0.06%
22,193
-340
355
$276K 0.06%
13,156
356
$275K 0.06%
2,468
-83
357
$273K 0.06%
6,460
+155
358
$273K 0.06%
14,152
359
$268K 0.06%
6,630
+5
360
$266K 0.06%
1,838
361
$266K 0.06%
985
362
$265K 0.06%
991
363
$265K 0.06%
563
364
$264K 0.06%
4,956
-38
365
$259K 0.06%
3,204
+10
366
$259K 0.06%
+1,958
367
$259K 0.06%
8,731
368
$256K 0.06%
5,211
369
$256K 0.06%
5,107
-120
370
$255K 0.06%
5,776
-23
371
$253K 0.06%
8,071
-2,779
372
$251K 0.06%
1,197
-40
373
$250K 0.06%
3,618
-20
374
$249K 0.06%
2,970
375
$246K 0.06%
1,821
13 14
15
16 17