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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$227K 0.04%
10,672
427
$226K 0.04%
21,815
428
$224K 0.04%
+2,455
429
$224K 0.04%
2,497
430
$224K 0.04%
1,173
-124
431
$223K 0.04%
2,348
-4
432
$223K 0.04%
+4,263
433
$222K 0.04%
5,138
-595
434
$221K 0.04%
11,880
435
$221K 0.04%
+1,114
436
$221K 0.04%
+1,455
437
$220K 0.04%
849
-101
438
$219K 0.04%
+5,920
439
$219K 0.04%
4,658
440
$218K 0.04%
+3,683
441
$217K 0.04%
+2,007
442
$216K 0.04%
+4,365
443
$216K 0.04%
+1,444
444
$214K 0.03%
564
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445
$214K 0.03%
+4,290
446
$210K 0.03%
+4,396
447
$210K 0.03%
4,675
448
$210K 0.03%
+1,913
449
$209K 0.03%
5,191
+155
450
$209K 0.03%
+2,337
16 17
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