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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$244K 0.05%
4,360
+450
377
$244K 0.05%
3,241
378
$243K 0.05%
7,248
-2
379
$243K 0.05%
4,406
380
$242K 0.05%
1,339
381
$241K 0.05%
2,978
382
$241K 0.05%
1,982
+3
383
$237K 0.05%
13,529
-3,183
384
$235K 0.05%
7,422
-98
385
$234K 0.05%
38,544
386
$234K 0.05%
2,684
-363
387
$233K 0.05%
3,211
-4,107
388
$232K 0.05%
4,143
389
$231K 0.05%
1,998
390
$230K 0.05%
2,544
+306
391
$230K 0.05%
3,090
-2,945
392
$229K 0.05%
2,522
393
$229K 0.05%
2,137
394
$229K 0.05%
3,478
+84
395
$229K 0.05%
+5,488
396
$228K 0.05%
3,624
397
$225K 0.05%
2,765
+136
398
$224K 0.05%
+2,521
399
$223K 0.05%
4,794
-29
400
$223K 0.05%
11,685
14 15
16
17 18