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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$374K 0.05%
11,781
352
$374K 0.05%
2,064
+310
353
$373K 0.05%
1,444
+98
354
$372K 0.05%
11,055
+19
355
$371K 0.05%
2,965
356
$369K 0.05%
3,857
+255
357
$369K 0.05%
5,315
358
$366K 0.05%
1,727
+253
359
$365K 0.05%
10,537
+86
360
$365K 0.05%
640
-400
361
$362K 0.05%
981
+4
362
$360K 0.05%
3,699
-33
363
$355K 0.04%
3,097
+6
364
$353K 0.04%
8,134
365
$351K 0.04%
759
+114
366
$351K 0.04%
5,353
-39
367
$348K 0.04%
19,666
368
$342K 0.04%
43,430
-160
369
$341K 0.04%
2,329
370
$340K 0.04%
998
+184
371
$340K 0.04%
2,623
372
$333K 0.04%
2,383
-79
373
$333K 0.04%
6,149
+50
374
$331K 0.04%
3,104
+952
375
$330K 0.04%
2,023
-1,949
13 14
15
16 17