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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$326K 0.05%
3,819
-4
352
$325K 0.05%
6,834
-476
353
$324K 0.05%
2,907
+106
354
$321K 0.05%
1,463
-210
355
$320K 0.05%
15,290
-400
356
$319K 0.05%
2,330
-142
357
$318K 0.05%
1,385
-22
358
$313K 0.05%
4,799
+2
359
$311K 0.05%
8,410
-286
360
$310K 0.05%
1,705
361
$310K 0.05%
4,425
-106
362
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+3,795
363
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1,460
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364
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2,814
-53
365
$301K 0.05%
371
366
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1,323
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367
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3,590
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368
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4,146
-88
369
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20,017
-1,000
370
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4,403
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371
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+16,039
372
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21,467
+5,671
373
$293K 0.05%
24,973
374
$289K 0.05%
11,500
375
$286K 0.05%
19,600
-300
13 14
15
16 17