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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$245K 0.04%
2,382
-351
402
$244K 0.04%
+2,653
403
$242K 0.04%
2,582
404
$241K 0.04%
+3,683
405
$233K 0.04%
2,780
406
$231K 0.04%
+2,690
407
$231K 0.04%
5,019
408
$230K 0.04%
2,000
409
$229K 0.04%
2,575
-15
410
$227K 0.04%
6,689
411
$227K 0.04%
3,634
412
$227K 0.04%
5,352
-80
413
$227K 0.04%
2,469
-32
414
$224K 0.04%
37,244
415
$221K 0.04%
1,548
416
$220K 0.04%
4,688
417
$220K 0.04%
+661
418
$219K 0.04%
4,141
419
$217K 0.04%
17,455
420
$212K 0.04%
+3,061
421
$211K 0.04%
420
-11
422
$210K 0.04%
+8,274
423
$210K 0.04%
+2,380
424
$209K 0.04%
4,621
-64
425
$209K 0.04%
2,099
-383
15 16
17
18 19