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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$227K 0.05%
3,804
-268
377
$226K 0.05%
1,200
-1,452
378
$226K 0.05%
1,838
379
$220K 0.05%
7,462
-1,657
380
$215K 0.05%
+1,461
381
$214K 0.05%
5,397
-36
382
$213K 0.05%
5,970
+720
383
$212K 0.05%
9,745
-775
384
$210K 0.05%
+10,081
385
$210K 0.05%
+1,181
386
$210K 0.05%
1,998
-104
387
$209K 0.05%
943
-100
388
$207K 0.05%
1,562
-288
389
$205K 0.05%
1,521
-49
390
$205K 0.05%
+4,385
391
$204K 0.05%
+2,050
392
$203K 0.05%
+4,176
393
$203K 0.05%
+3,416
394
$186K 0.04%
5,771
-62
395
$186K 0.04%
10,622
396
$185K 0.04%
24,055
397
$174K 0.04%
73,569
-11,735
398
$171K 0.04%
11,269
399
$159K 0.04%
21,756
400
$153K 0.03%
16,247
14 15
16
17 18