IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$341K 0.04%
+6,786
402
$337K 0.04%
3,773
+350
403
$337K 0.04%
6,855
+1
404
$336K 0.04%
2,702
+173
405
$334K 0.04%
582
+79
406
$333K 0.04%
3,309
+736
407
$330K 0.04%
5,191
+1
408
$329K 0.04%
+4,060
409
$325K 0.04%
3,956
-13
410
$325K 0.04%
1,237
411
$324K 0.04%
309
412
$324K 0.04%
+4,814
413
$323K 0.04%
2,535
-278
414
$322K 0.04%
5,323
415
$321K 0.04%
5,978
416
$320K 0.04%
1,276
-259
417
$320K 0.04%
6,919
418
$319K 0.04%
3,907
-42
419
$318K 0.04%
2,388
-1,255
420
$317K 0.04%
7,491
421
$315K 0.04%
25,774
+12,355
422
$315K 0.04%
1,864
423
$315K 0.04%
818
424
$315K 0.04%
2,318
425
$314K 0.04%
85
15 16
17
18 19