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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$227K 0.05%
+2,272
402
$225K 0.05%
1,049
-9
403
$225K 0.05%
1,056
404
$222K 0.05%
+3,118
405
$220K 0.05%
2,018
+60
406
$217K 0.05%
4,436
+20
407
$216K 0.05%
2,462
-1,218
408
$216K 0.05%
21,756
409
$215K 0.05%
+4,456
410
$211K 0.05%
+2,317
411
$211K 0.05%
+6,628
412
$210K 0.05%
2,309
+28
413
$210K 0.05%
+4,132
414
$209K 0.05%
4,354
-1,069
415
$208K 0.05%
12,069
416
$205K 0.05%
1,060
-50
417
$205K 0.05%
10,721
418
$204K 0.05%
2,490
+104
419
$203K 0.05%
+1,700
420
$202K 0.05%
+1,449
421
$201K 0.05%
+4,723
422
$201K 0.05%
+6,932
423
$200K 0.05%
+1,492
424
$200K 0.05%
+2,136
425
$192K 0.04%
+2,067
15 16
17
18 19