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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$256K 0.06%
5,341
377
$256K 0.06%
+2,881
378
$254K 0.06%
8,754
-240
379
$253K 0.06%
6,128
-3,713
380
$247K 0.06%
5,787
-1,486
381
$247K 0.06%
4,152
+40
382
$246K 0.06%
+9,108
383
$246K 0.06%
1,692
384
$246K 0.06%
28,759
-4,077
385
$246K 0.06%
+1,862
386
$245K 0.06%
2,577
-700
387
$243K 0.05%
5,148
388
$243K 0.05%
2,725
+135
389
$242K 0.05%
32,888
390
$240K 0.05%
1,141
+1
391
$239K 0.05%
4,266
392
$239K 0.05%
5,470
393
$239K 0.05%
3,150
+2
394
$236K 0.05%
3,073
395
$233K 0.05%
+4,797
396
$233K 0.05%
+6,190
397
$230K 0.05%
2,705
-1
398
$228K 0.05%
20,692
+1,368
399
$228K 0.05%
+5,735
400
$227K 0.05%
8,761
14 15
16
17 18