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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$263K 0.03%
3,262
-70
427
$263K 0.03%
2,006
428
$262K 0.03%
1,896
429
$262K 0.03%
6,507
-91
430
$261K 0.03%
3,447
+263
431
$260K 0.03%
4,970
+7
432
$260K 0.03%
+2,110
433
$256K 0.03%
1,092
434
$255K 0.03%
4,606
+189
435
$255K 0.03%
8,138
-109
436
$254K 0.03%
1,195
+42
437
$253K 0.03%
4,365
438
$253K 0.03%
14,404
+3
439
$252K 0.03%
5,392
-84
440
$252K 0.03%
36,179
+23,601
441
$250K 0.03%
2,077
-713
442
$250K 0.03%
862
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443
$249K 0.03%
918
444
$246K 0.03%
4,396
-25
445
$246K 0.03%
+2,898
446
$245K 0.03%
818
447
$243K 0.03%
3,045
448
$240K 0.03%
+1,144
449
$239K 0.03%
4,566
-8
450
$239K 0.03%
1,391
-17
16 17
18
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