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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$256K 0.05%
5,167
-711
377
$253K 0.05%
5,446
378
$252K 0.05%
3,426
-640
379
$252K 0.05%
+2,120
380
$246K 0.05%
+2,722
381
$245K 0.05%
+915
382
$243K 0.05%
24,055
383
$242K 0.05%
8,700
-1,800
384
$240K 0.05%
1,129
-71
385
$240K 0.05%
+2,150
386
$240K 0.05%
6,678
-634
387
$240K 0.05%
11,827
+1,205
388
$239K 0.05%
+1,802
389
$237K 0.05%
65,072
-8,497
390
$237K 0.05%
2,866
-945
391
$236K 0.05%
1,998
392
$236K 0.05%
6,752
-218
393
$234K 0.05%
+5,029
394
$233K 0.05%
3,822
-790
395
$233K 0.05%
+7,384
396
$233K 0.05%
+2,067
397
$232K 0.05%
+2,014
398
$232K 0.05%
+424
399
$230K 0.05%
5,270
-152
400
$229K 0.05%
+7,346
14 15
16
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