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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$254K 0.05%
+4,001
377
$254K 0.05%
1,457
+15
378
$253K 0.05%
24,747
-229
379
$253K 0.05%
+24,973
380
$252K 0.05%
3,823
-674
381
$250K 0.05%
1,086
-122
382
$250K 0.05%
3,175
383
$249K 0.04%
8,696
-84
384
$246K 0.04%
2,497
385
$244K 0.04%
950
-5
386
$240K 0.04%
2,233
387
$240K 0.04%
1,269
388
$240K 0.04%
371
389
$239K 0.04%
2,585
-24
390
$238K 0.04%
3,491
-20
391
$237K 0.04%
14,730
-82
392
$237K 0.04%
+5,393
393
$237K 0.04%
1,297
-1,915
394
$236K 0.04%
2,780
395
$236K 0.04%
3,885
-45
396
$234K 0.04%
2,822
397
$234K 0.04%
5,733
-285
398
$232K 0.04%
3,679
-4
399
$231K 0.04%
6,295
-4,461
400
$230K 0.04%
21,184
-166
14 15
16
17 18