IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$416K 0.05%
3,292
-85
352
$413K 0.05%
11,026
-275
353
$412K 0.05%
3,398
354
$410K 0.05%
848
355
$406K 0.05%
5,453
-53
356
$406K 0.05%
28,315
357
$405K 0.05%
2,965
358
$404K 0.05%
1,431
-28
359
$403K 0.05%
5,155
360
$402K 0.04%
2,159
361
$402K 0.04%
7,154
362
$400K 0.04%
15,558
+9
363
$397K 0.04%
6,482
+1,726
364
$395K 0.04%
30,582
-1,100
365
$394K 0.04%
4,073
-35
366
$393K 0.04%
5,102
-12
367
$393K 0.04%
12,504
368
$392K 0.04%
15,576
+3,068
369
$389K 0.04%
1,108
-40
370
$388K 0.04%
6,181
+82
371
$385K 0.04%
1,634
-163
372
$382K 0.04%
2,064
373
$382K 0.04%
10,784
374
$378K 0.04%
2,077
375
$378K 0.04%
4,111
+1
13 14
15
16 17