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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$135K 0.03%
12,218
+679
452
$134K 0.03%
+1,526
453
$132K 0.03%
10,550
-1,160
454
$127K 0.03%
16,574
-4,692
455
$125K 0.03%
+2,104
456
$125K 0.03%
+1,568
457
$125K 0.03%
5,424
-354
458
$120K 0.03%
+1,875
459
$118K 0.03%
10,911
+606
460
$118K 0.03%
+3,380
461
$116K 0.03%
+3,300
462
$114K 0.03%
+639
463
$112K 0.03%
17,500
464
$112K 0.03%
+2,214
465
$112K 0.03%
+8,712
466
$111K 0.03%
+3,885
467
$110K 0.02%
+3,367
468
$109K 0.02%
+2,252
469
$108K 0.02%
+4,860
470
$108K 0.02%
+1,184
471
$107K 0.02%
+1,875
472
$104K 0.02%
+4,665
473
$102K 0.02%
+1,260
474
$101K 0.02%
+6,314
475
$97K 0.02%
+1,850
17 18
19
20 21