IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$441K 0.05%
784
-15
352
$440K 0.05%
15,049
+145
353
$437K 0.05%
4,343
+1,034
354
$437K 0.05%
2,064
355
$436K 0.05%
2,160
356
$435K 0.05%
8,603
+85
357
$435K 0.05%
+7,720
358
$434K 0.05%
2,797
359
$434K 0.05%
2,159
360
$432K 0.05%
+5,807
361
$431K 0.04%
1,470
-496
362
$428K 0.04%
9,767
+1,055
363
$427K 0.04%
2,520
+182
364
$426K 0.04%
1,779
-276
365
$423K 0.04%
11,691
366
$422K 0.04%
+22,886
367
$422K 0.04%
28,315
368
$421K 0.04%
3,027
-742
369
$420K 0.04%
+803
370
$419K 0.04%
10,023
-1,003
371
$419K 0.04%
5,442
-11
372
$418K 0.04%
2,965
373
$409K 0.04%
3,792
374
$407K 0.04%
4,717
-385
375
$402K 0.04%
+7,471
13 14
15
16 17