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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$227K 0.04%
11,884
-1,259
402
$227K 0.04%
12,756
403
$225K 0.04%
5,352
404
$224K 0.04%
4,232
-40
405
$223K 0.04%
6,670
-19
406
$223K 0.04%
2,352
-117
407
$222K 0.04%
2,000
408
$222K 0.04%
5,019
409
$221K 0.04%
+3,349
410
$220K 0.04%
374
411
$219K 0.04%
496
-66
412
$218K 0.04%
661
413
$217K 0.04%
4,089
-52
414
$217K 0.04%
4,766
+167
415
$216K 0.04%
2,582
416
$214K 0.04%
3,206
+145
417
$213K 0.04%
4,675
418
$212K 0.04%
5,036
+415
419
$211K 0.04%
5,488
-32
420
$211K 0.04%
1,979
-44
421
$210K 0.04%
2,424
422
$208K 0.04%
+21,815
423
$206K 0.04%
+10,672
424
$205K 0.04%
+4,043
425
$204K 0.04%
28,980
+11,525
15 16
17
18 19