IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
-2.36%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$548M
AUM Growth
-$16.6M
(-2.9%)
Cap. Flow
+$698K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
25.02%
Holding
473
New
19
Increased
77
Reduced
257
Closed
24
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$1.78M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.2M |
| 3 |
Blackstone Secured Lending
BXSL
|
$1.03M |
| 4 |
Vanguard Financials ETF
VFH
|
$907K |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
$550K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.07M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.17M |
| 3 |
Vanguard Utilities ETF
VPU
|
$451K |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$350K |
| 5 |
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% |
