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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$136K 0.03%
21,424
402
$128K 0.03%
10,717
403
$112K 0.03%
10,300
404
$110K 0.03%
6,005
405
$108K 0.02%
18,085
406
$108K 0.02%
11,529
407
$99K 0.02%
11,804
408
$97K 0.02%
16,500
-1,000
409
$78K 0.02%
13,174
410
$71K 0.02%
12,164
+184
411
$59K 0.01%
11,845
412
$56K 0.01%
10,159
+99
413
– –
-20,715
414
– –
-13,077
415
– –
-11,596
416
– –
-14,119
417
– –
-11,252
418
– –
-8,682
419
– –
-17,476
420
– –
-10,140
421
– –
-22,114
422
– –
-1,956
423
– –
-1,195
424
– –
-26,323
425
– –
-2,788
14 15 16
17
18