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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$209K 0.04%
+1,120
427
$209K 0.04%
+2,124
428
$209K 0.04%
+4,599
429
$208K 0.04%
23,772
430
$205K 0.03%
6,387
-38
431
$205K 0.03%
+18,179
432
$204K 0.03%
+4,479
433
$203K 0.03%
2,923
434
$203K 0.03%
+986
435
$203K 0.03%
+1,875
436
$203K 0.03%
4,675
437
$202K 0.03%
691
438
$202K 0.03%
2,408
-493
439
$196K 0.03%
12,064
-211
440
$181K 0.03%
21,756
441
$156K 0.03%
+13,804
442
$147K 0.02%
+15,100
443
$145K 0.02%
15,400
444
$127K 0.02%
19,562
-86
445
$125K 0.02%
10,050
446
$125K 0.02%
+22,845
447
$103K 0.02%
20,238
+85
448
$93.2K 0.02%
+13,925
449
$70.4K 0.01%
5,055
450
$65.4K 0.01%
11,279
15 16 17
18
19