IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$335K 0.03%
7,491
427
$333K 0.03%
+4,960
428
$331K 0.03%
+3,395
429
$331K 0.03%
+12,566
430
$329K 0.03%
6,786
431
$328K 0.03%
1,950
432
$326K 0.03%
8,739
+1,118
433
$320K 0.03%
+2,669
434
$320K 0.03%
3,009
435
$320K 0.03%
6,683
+464
436
$320K 0.03%
+5,568
437
$319K 0.03%
3,826
+359
438
$319K 0.03%
3,304
-44
439
$317K 0.03%
5,978
440
$316K 0.03%
5,628
441
$315K 0.03%
7,061
-27
442
$312K 0.03%
9,146
443
$312K 0.03%
1,371
444
$310K 0.03%
3,764
+333
445
$308K 0.03%
2,198
-120
446
$307K 0.03%
4,365
447
$307K 0.03%
3,500
-573
448
$306K 0.03%
783
-35
449
$305K 0.03%
6,340
+1,562
450
$305K 0.03%
953
16 17
18
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