IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$363K 0.04%
85
402
$363K 0.04%
9,531
+2,742
403
$362K 0.04%
3,986
-4,693
404
$361K 0.04%
5,293
-30
405
$359K 0.04%
2,024
-86
406
$359K 0.04%
29,228
+3,454
407
$358K 0.04%
3,838
+65
408
$354K 0.04%
41,460
+8,741
409
$354K 0.04%
5,935
-18
410
$353K 0.04%
1,650
-1,598
411
$353K 0.04%
666
+84
412
$352K 0.04%
9,856
+1,136
413
$352K 0.04%
5,191
414
$351K 0.04%
+869
415
$351K 0.04%
1,527
-107
416
$350K 0.04%
2,523
417
$348K 0.04%
7,220
-1,357
418
$347K 0.04%
+17,894
419
$346K 0.04%
2,135
+58
420
$345K 0.04%
2,500
-105
421
$345K 0.04%
2,365
-10
422
$343K 0.04%
1,389
-1,285
423
$340K 0.04%
13,717
-1,841
424
$339K 0.04%
+1,333
425
$339K 0.04%
2,404
+16
15 16
17
18 19