IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+9.46%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$570M
AUM Growth
+$47.5M
(+9.1%)
Cap. Flow
+$2.99M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
19.89%
Holding
496
New
31
Increased
147
Reduced
196
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$774K |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$724K |
| 3 |
Vanguard Utilities ETF
VPU
|
$542K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$507K |
| 5 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
$436K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.58M |
| 2 |
iShares US Technology ETF
IYW
|
$866K |
| 3 |
Wells Fargo
WFC
|
$768K |
| 4 |
FlexShares Ultra-Short Income Fund
RAVI
|
$745K |
| 5 |
iShares Select Dividend ETF
DVY
|
$704K |
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Consumer Discretionary | 9.82% |
| 3 | Financials | 9.58% |
| 4 | Industrials | 7.28% |
| 5 | Communication Services | 6.41% |
