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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$292K 0.04%
1,388
402
$292K 0.04%
2,523
403
$290K 0.04%
1,950
-50
404
$289K 0.04%
2,980
+251
405
$289K 0.04%
1,890
-28
406
$289K 0.04%
3,858
-223
407
$287K 0.04%
+5,978
408
$286K 0.04%
1,376
-12
409
$284K 0.04%
1,237
-22
410
$283K 0.04%
14,087
-200
411
$283K 0.04%
2,652
-38
412
$281K 0.04%
19,300
413
$278K 0.03%
13,874
-5,152
414
$278K 0.03%
+2,899
415
$278K 0.03%
3,531
+299
416
$276K 0.03%
3,032
417
$276K 0.03%
3,603
418
$274K 0.03%
953
419
$273K 0.03%
+2,529
420
$271K 0.03%
85
421
$269K 0.03%
1,062
422
$268K 0.03%
10,849
+2,174
423
$267K 0.03%
3,815
-534
424
$265K 0.03%
6,918
+55
425
$265K 0.03%
5,730
-220
15 16
17
18 19