IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+10.38%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$564M
AUM Growth
+$50.3M
(+9.8%)
Cap. Flow
+$3.89M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
24.85%
Holding
465
New
22
Increased
132
Reduced
203
Closed
11
Top Buys
| 1 |
Canadian Pacific Kansas City
CP
|
$2.2M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.17M |
| 3 |
Vanguard Russell 2000 Value ETF
VTWV
|
$854K |
| 4 |
Vanguard Health Care ETF
VHT
|
$580K |
| 5 |
Tesla
TSLA
|
$415K |
Top Sells
| 1 |
Vanguard Financials ETF
VFH
|
$817K |
| 2 |
Microsoft
MSFT
|
$411K |
| 3 |
FibroGen
FGEN
|
$385K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$348K |
| 5 |
ASML
ASML
|
$336K |
Sector Composition
| 1 | Technology | 24.4% |
| 2 | Consumer Discretionary | 9.25% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 7.32% |
| 5 | Healthcare | 5.94% |
