IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$313K 0.03%
6,219
427
$312K 0.03%
2,980
428
$312K 0.03%
584
429
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1,950
430
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+7,416
431
$304K 0.03%
2,110
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432
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3,009
433
$303K 0.03%
7,621
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435
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+8,577
436
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437
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2,338
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438
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1,371
439
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2,605
440
$295K 0.03%
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441
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8,720
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$292K 0.03%
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444
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445
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2,432
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447
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9,082
448
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3,672
+1
449
$277K 0.03%
13,589
+5
450
$276K 0.03%
3,032
16 17
18
19 20