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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$227K 0.06%
3,937
-550
377
$222K 0.06%
8,761
378
$222K 0.06%
32,888
379
$222K 0.06%
5,148
380
$220K 0.06%
1,110
-600
381
$219K 0.06%
1,140
-400
382
$218K 0.06%
5,470
383
$216K 0.05%
2,386
-228
384
$212K 0.05%
2,590
+12
385
$211K 0.05%
4,805
-110
386
$210K 0.05%
4,266
387
$210K 0.05%
2,281
+129
388
$209K 0.05%
1,958
-1,309
389
$208K 0.05%
+5,046
390
$206K 0.05%
4,416
-312
391
$206K 0.05%
2,706
-2,117
392
$205K 0.05%
+2,327
393
$204K 0.05%
1,058
-24
394
$203K 0.05%
9,855
-2,700
395
$201K 0.05%
19,324
+4,704
396
$200K 0.05%
21,756
397
$191K 0.05%
12,069
398
$188K 0.05%
10,721
399
$182K 0.05%
22,688
400
$166K 0.04%
12,708
-1,692
14 15
16
17 18