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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$329K 0.04%
5,162
-32
377
$328K 0.04%
3,984
-1
378
$327K 0.04%
49,662
379
$327K 0.04%
1,553
-23
380
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2,824
+29
381
$324K 0.04%
1,697
+120
382
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2,535
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383
$323K 0.04%
9,604
384
$320K 0.04%
1,745
-907
385
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10,020
-740
386
$319K 0.04%
14,956
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387
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4,084
-64
388
$317K 0.04%
2,374
-294
389
$317K 0.04%
6,859
-4,820
390
$316K 0.04%
3,484
-87
391
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392
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5,908
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393
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7,491
394
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1,428
395
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+3,963
396
$302K 0.04%
1,794
-29
397
$302K 0.04%
3,991
398
$300K 0.04%
564
399
$299K 0.04%
8,634
400
$294K 0.04%
2,229
14 15
16
17 18