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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$268K 0.05%
21,350
-2,123
377
$267K 0.05%
13,143
+816
378
$266K 0.04%
8,780
+531
379
$266K 0.04%
28,778
-90
380
$266K 0.04%
4,176
381
$265K 0.04%
24,976
-100
382
$264K 0.04%
5,466
-144
383
$264K 0.04%
14,812
384
$262K 0.04%
221
-14
385
$260K 0.04%
2,696
-977
386
$260K 0.04%
12,756
387
$260K 0.04%
4,509
+2
388
$259K 0.04%
3,175
389
$257K 0.04%
2,822
-122
390
$256K 0.04%
371
+8
391
$256K 0.04%
562
392
$256K 0.04%
6,018
-710
393
$255K 0.04%
2,497
394
$255K 0.04%
2,609
395
$253K 0.04%
2,233
-196
396
$252K 0.04%
1,269
+45
397
$252K 0.04%
5,520
-56
398
$251K 0.04%
3,930
+120
399
$248K 0.04%
1,705
+13
400
$245K 0.04%
4,272
14 15
16
17 18