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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$254K 0.04%
2,709
-113
402
$253K 0.04%
+2,088
403
$252K 0.04%
2,572
-10
404
$250K 0.04%
3,945
+60
405
$247K 0.04%
5,019
406
$246K 0.04%
+4,269
407
$246K 0.04%
6,072
+679
408
$245K 0.04%
+1,038
409
$245K 0.04%
+19,546
410
$245K 0.04%
1,281
411
$244K 0.04%
53,123
-56,556
412
$244K 0.04%
+5,100
413
$243K 0.04%
2,585
414
$242K 0.04%
5,716
-579
415
$242K 0.04%
3,175
416
$241K 0.04%
+1,858
417
$240K 0.04%
+12,422
418
$240K 0.04%
4,162
-70
419
$239K 0.04%
6,670
420
$237K 0.04%
+8,441
421
$232K 0.04%
496
422
$231K 0.04%
+416
423
$230K 0.04%
4,089
424
$229K 0.04%
1,953
-280
425
$229K 0.04%
2,303
-585
15 16
17
18 19