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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$309K 0.05%
2,728
-44
352
$309K 0.05%
+5,957
353
$307K 0.05%
1,964
+307
354
$303K 0.05%
4,806
-56
355
$303K 0.05%
16,352
-110
356
$303K 0.05%
2,468
357
$302K 0.05%
1,208
358
$301K 0.05%
4,145
+51
359
$299K 0.05%
2,378
+1
360
$291K 0.05%
10,868
361
$291K 0.05%
8,506
-110
362
$290K 0.05%
2,023
363
$288K 0.05%
1,407
-35
364
$286K 0.05%
19,900
365
$285K 0.05%
3,511
-220
366
$284K 0.05%
4,337
367
$284K 0.05%
2,050
+230
368
$283K 0.05%
2,424
369
$282K 0.05%
1,442
-13
370
$278K 0.05%
4,497
+3
371
$274K 0.05%
2,140
+189
372
$272K 0.05%
955
+82
373
$271K 0.05%
374
-463
374
$271K 0.05%
12,606
375
$269K 0.05%
3,593
+348
13 14
15
16 17