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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.57M
3
+$1.15M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$886K

Top Sells

1
+$2.06M
2
+$1.07M
3
+$866K
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$681K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$679K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-40,000
427
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-9,976
428
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429
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-2,866
430
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431
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-6,124
432
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-20,715
433
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-13,077
434
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-11,596
435
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436
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-8,682
438
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-17,476
439
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440
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-22,114
441
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-1,956
442
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443
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444
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445
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446
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447
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448
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-4,684
449
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-20,163
450
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-4,367
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