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
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.16M
3
+$1.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Top Sells

1
+$4.43M
2
+$2.08M
3
+$1.11M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$711K

Sector Composition

1 Technology 30.63%
2 Financials 8.52%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFUV icon
426
Dimensional US Marketwide Value ETF
DFUV
$13.3B
$335K 0.03%
7,491
CTSH icon
427
Cognizant
CTSH
$40.9B
$333K 0.03%
+4,960
BSX icon
428
Boston Scientific
BSX
$131B
$331K 0.03%
+3,395
AROC icon
429
Archrock
AROC
$4.64B
$331K 0.03%
+12,566
MLPA icon
430
Global X MLP ETF
MLPA
$1.95B
$329K 0.03%
6,786
FXL icon
431
First Trust Technology AlphaDEX Fund
FXL
$1.47B
$328K 0.03%
1,950
IOT icon
432
Samsara
IOT
$20.1B
$326K 0.03%
8,739
+1,118
WDC icon
433
Western Digital
WDC
$75.7B
$320K 0.03%
+2,669
EWBC icon
434
East-West Bancorp
EWBC
$15.9B
$320K 0.03%
3,009
ASH icon
435
Ashland
ASH
$2.88B
$320K 0.03%
6,683
+464
NYT icon
436
New York Times
NYT
$11.6B
$320K 0.03%
+5,568
CNR
437
Core Natural Resources Inc
CNR
$4.98B
$319K 0.03%
3,826
+359
CCI icon
438
Crown Castle
CCI
$39.6B
$319K 0.03%
3,304
-44
BHF icon
439
Brighthouse Financial
BHF
$3.66B
$317K 0.03%
5,978
SSO icon
440
ProShares Ultra S&P500
SSO
$8.03B
$316K 0.03%
5,628
DIVO icon
441
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6B
$315K 0.03%
7,061
-27
HDB icon
442
HDFC Bank
HDB
$167B
$312K 0.03%
9,146
NXPI icon
443
NXP Semiconductors
NXPI
$59.7B
$312K 0.03%
1,371
SYY icon
444
Sysco
SYY
$37.7B
$310K 0.03%
3,764
+333
SDY icon
445
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$308K 0.03%
2,198
-120
PSI icon
446
Invesco Semiconductors ETF
PSI
$1.18B
$307K 0.03%
4,365
RVTY icon
447
Revvity
RVTY
$12.8B
$307K 0.03%
3,500
-573
RBC icon
448
RBC Bearings
RBC
$15.8B
$306K 0.03%
783
-35
NJR icon
449
New Jersey Resources
NJR
$4.85B
$305K 0.03%
6,340
+1,562
IWO icon
450
iShares Russell 2000 Growth ETF
IWO
$14.5B
$305K 0.03%
953
16 17
18
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