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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$190K 0.04%
+9,828
427
$189K 0.04%
4,191
-1,231
428
$189K 0.04%
+4,585
429
$185K 0.04%
+5,019
430
$179K 0.04%
22,688
431
$171K 0.04%
+3,230
432
$171K 0.04%
+3,100
433
$170K 0.04%
7,119
+20
434
$169K 0.04%
+5,177
435
$167K 0.04%
+2,300
436
$166K 0.04%
+4,325
437
$157K 0.04%
+2,930
438
$155K 0.04%
10,717
-420
439
$152K 0.03%
+916
440
$151K 0.03%
+1,103
441
$149K 0.03%
10,906
-550
442
$149K 0.03%
1,713
-614
443
$146K 0.03%
+1,697
444
$145K 0.03%
+5,053
445
$144K 0.03%
+4,295
446
$144K 0.03%
+725
447
$139K 0.03%
+5,800
448
$139K 0.03%
+4,843
449
$138K 0.03%
+1,244
450
$136K 0.03%
10,563
-2,145
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