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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$318K 0.06%
2,314
377
$315K 0.06%
7,520
-54
378
$315K 0.06%
5,342
-149
379
$315K 0.06%
9,448
+1,153
380
$314K 0.06%
2,336
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381
$313K 0.06%
20,150
382
$312K 0.06%
72,935
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383
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16,712
+1,383
384
$311K 0.06%
17,667
385
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8,808
386
$306K 0.06%
1,386
387
$305K 0.06%
36,487
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388
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389
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2,551
390
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13,156
391
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392
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14,573
-1,501
394
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9,510
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395
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22,533
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396
$293K 0.06%
38,940
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397
$292K 0.06%
3,394
-22
398
$290K 0.06%
3,638
+21
399
$289K 0.06%
5,227
400
$287K 0.06%
716
+26
14 15
16
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