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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$261K 0.05%
4,964
-14
427
$260K 0.05%
4,406
+230
428
$259K 0.05%
4,143
+361
429
$259K 0.05%
2,970
430
$259K 0.05%
+7,500
431
$259K 0.05%
37,049
-13,655
432
$258K 0.05%
+19,794
433
$258K 0.05%
2,613
-23
434
$258K 0.05%
38,488
435
$256K 0.05%
1,979
+59
436
$254K 0.05%
4,823
+58
437
$253K 0.05%
8,731
-126
438
$253K 0.05%
+5,062
439
$251K 0.05%
2,137
440
$250K 0.05%
5,211
441
$247K 0.05%
21,000
442
$245K 0.05%
2,801
+11
443
$244K 0.05%
1,339
444
$242K 0.05%
9,250
445
$242K 0.05%
1,998
446
$241K 0.05%
5,515
+1,075
447
$240K 0.05%
13,412
-2,522
448
$239K 0.05%
5,826
449
$239K 0.05%
2,522
450
$239K 0.05%
6,782
16 17
18
19 20