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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$225K 0.04%
2,193
-116
402
$224K 0.04%
4,176
403
$223K 0.04%
+2,068
404
$220K 0.04%
3,416
405
$219K 0.04%
+4,127
406
$219K 0.04%
+13,060
407
$216K 0.04%
5,650
-1,145
408
$215K 0.04%
4,646
-2,176
409
$215K 0.04%
1,388
-174
410
$212K 0.04%
+294
411
$211K 0.04%
1,615
+111
412
$210K 0.04%
+3,650
413
$209K 0.04%
+5,156
414
$209K 0.04%
630
-698
415
$207K 0.04%
1,501
-20
416
$206K 0.04%
+386
417
$206K 0.04%
+2,500
418
$205K 0.04%
+5,019
419
$204K 0.04%
5,308
-463
420
$203K 0.04%
+1,282
421
$202K 0.04%
+8,011
422
$202K 0.04%
1,426
-35
423
$201K 0.04%
+6,782
424
$201K 0.04%
+2,078
425
$200K 0.04%
+1,259
15 16
17
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