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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$291K 0.05%
2,370
-8
352
$291K 0.05%
11,500
-1,200
353
$289K 0.05%
2,801
-1,187
354
$285K 0.05%
10,868
355
$282K 0.05%
12,606
356
$282K 0.05%
7,462
-50
357
$281K 0.05%
1,407
358
$281K 0.05%
2,105
-9
359
$280K 0.05%
221
360
$280K 0.05%
19,900
361
$278K 0.05%
1,938
362
$277K 0.05%
7,496
363
$274K 0.05%
1,363
-228
364
$272K 0.05%
2,888
-992
365
$267K 0.05%
4,895
366
$266K 0.05%
7,250
-250
367
$265K 0.05%
9,794
-45
368
$265K 0.05%
3,410
-224
369
$262K 0.05%
4,922
370
$261K 0.05%
+28,134
371
$261K 0.05%
2,268
-200
372
$257K 0.05%
4,176
373
$256K 0.05%
1,705
374
$255K 0.05%
3,533
-60
375
$254K 0.05%
4,308
-29
13 14
15
16 17