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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$284K 0.05%
1,086
377
$284K 0.05%
4,922
378
$283K 0.05%
374
379
$281K 0.05%
1,979
380
$281K 0.05%
4,001
381
$280K 0.05%
3,533
382
$280K 0.05%
6,948
-548
383
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6,151
-10
384
$279K 0.05%
2,229
-39
385
$277K 0.05%
4,176
386
$275K 0.04%
+3,790
387
$273K 0.04%
+5,970
388
$272K 0.04%
2,424
389
$271K 0.04%
14,287
-2,065
390
$269K 0.04%
3,673
+324
391
$266K 0.04%
21,333
-3,414
392
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5,352
393
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2,716
-64
394
$264K 0.04%
14,730
395
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4,169
-139
396
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6,824
-638
397
$260K 0.04%
3,357
-134
398
$257K 0.04%
5,488
399
$256K 0.04%
2,000
400
$255K 0.04%
4,739
-27
14 15
16
17 18