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
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.51M
3
+$2.01M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.22M

Top Sells

1
+$4.41M
2
+$1.51M
3
+$1.31M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.15M
5
VHT icon
Vanguard Health Care ETF
VHT
+$931K

Sector Composition

1 Technology 29.65%
2 Financials 8.84%
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
ASH icon
426
Ashland
ASH
$2.66B
$313K 0.03%
6,219
PDD icon
427
Pinduoduo
PDD
$168B
$312K 0.03%
2,980
AMP icon
428
Ameriprise Financial
AMP
$42.3B
$312K 0.03%
584
FXL icon
429
First Trust Technology AlphaDEX Fund
FXL
$1.41B
$307K 0.03%
1,950
BN icon
430
Brookfield
BN
$104B
$306K 0.03%
+7,416
ALLE icon
431
Allegion
ALLE
$14.2B
$304K 0.03%
2,110
+305
EWBC icon
432
East-West Bancorp
EWBC
$14.8B
$304K 0.03%
3,009
IOT icon
433
Samsara
IOT
$21.4B
$303K 0.03%
7,621
-14
CSQ icon
434
Calamos Strategic Total Return Fund
CSQ
$3.04B
$303K 0.03%
16,602
-414
AAMI
435
Acadian Asset Management
AAMI
$1.57B
$302K 0.03%
+8,577
DIVO icon
436
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.6B
$302K 0.03%
7,088
+391
DHI icon
437
D.R. Horton
DHI
$46B
$301K 0.03%
2,338
-45
NXPI icon
438
NXP Semiconductors
NXPI
$50.2B
$300K 0.03%
1,371
TOL icon
439
Toll Brothers
TOL
$13.5B
$297K 0.03%
2,605
INTC icon
440
Intel
INTC
$191B
$295K 0.03%
13,161
-20
GLBE icon
441
Global E Online
GLBE
$6.77B
$292K 0.03%
8,720
+252
MGM icon
442
MGM Resorts International
MGM
$9.69B
$292K 0.03%
8,484
-150
POOL icon
443
Pool Corp
POOL
$9.07B
$291K 0.03%
998
WMS icon
444
Advanced Drainage Systems
WMS
$11.9B
$290K 0.03%
2,523
VDE icon
445
Vanguard Energy ETF
VDE
$7.3B
$290K 0.03%
2,432
-3,842
FTC icon
446
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.24B
$286K 0.03%
1,896
ENOV icon
447
Enovis
ENOV
$1.68B
$285K 0.03%
9,082
VCLT icon
448
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.21B
$279K 0.03%
3,672
+1
ASGI
449
abrdn Global Infrastructure Income Fund
ASGI
$641M
$277K 0.03%
13,589
+5
IJK icon
450
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$276K 0.03%
3,032
16 17
18
19 20