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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$286K 0.06%
7,995
402
$285K 0.06%
2,276
-45
403
$284K 0.06%
7,951
-97
404
$283K 0.06%
985
405
$282K 0.06%
6,305
+160
406
$282K 0.06%
1,068
+180
407
$282K 0.06%
3,047
408
$281K 0.06%
1,838
409
$281K 0.06%
1,237
-20
410
$278K 0.05%
14,152
411
$277K 0.05%
6,625
-467
412
$276K 0.05%
3,194
413
$275K 0.05%
4,360
+142
414
$273K 0.05%
9,318
415
$272K 0.05%
5,681
416
$271K 0.05%
11,685
-40
417
$270K 0.05%
5,799
-392
418
$270K 0.05%
563
+1
419
$270K 0.05%
3,000
420
$267K 0.05%
2,978
421
$266K 0.05%
560
+81
422
$266K 0.05%
4,824
+57
423
$264K 0.05%
+16,625
424
$263K 0.05%
38,544
-123
425
$261K 0.05%
3,910
+915
15 16
17
18 19