IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$401K 0.04%
10,062
377
$400K 0.04%
5,147
-8
378
$400K 0.04%
12,504
379
$399K 0.04%
5,200
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380
$396K 0.04%
11,318
+781
381
$395K 0.04%
929
+81
382
$395K 0.04%
1,641
+158
383
$395K 0.04%
2,711
-2,758
384
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2,754
+1,075
385
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5,046
+1,374
386
$392K 0.04%
8,567
+431
387
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1,282
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388
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6,133
-48
389
$388K 0.04%
10,784
390
$388K 0.04%
5,879
+105
391
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2,842
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392
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6,731
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393
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2,511
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2,311
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395
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14,793
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396
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8,012
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397
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+21,744
398
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3,854
+1
399
$365K 0.04%
313
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400
$364K 0.04%
6,873
-46
14 15
16
17 18