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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$202K 0.04%
15,796
-12,542
427
$202K 0.04%
+3,136
428
$202K 0.04%
4,658
-30
429
$201K 0.04%
+1,281
430
$200K 0.04%
+20,168
431
$199K 0.04%
35,863
-1,381
432
$184K 0.03%
18,179
433
$181K 0.03%
21,844
-1,928
434
$180K 0.03%
+19,360
435
$169K 0.03%
+18,338
436
$162K 0.03%
21,223
-533
437
$159K 0.03%
32,745
+9,900
438
$140K 0.03%
13,804
439
$134K 0.02%
+13,225
440
$132K 0.02%
11,880
-184
441
$128K 0.02%
15,400
442
$128K 0.02%
15,100
443
$110K 0.02%
18,901
-661
444
$93.4K 0.02%
39,088
445
$62K 0.01%
10,500
446
$61.3K 0.01%
4,930
-125
447
$57.6K 0.01%
11,233
-46
448
$46.9K 0.01%
13,925
449
$13.1K ﹤0.01%
667
450
– –
-2,124
15 16 17
18
19