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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$239K 0.05%
2,629
-190
452
$239K 0.05%
8,717
453
$237K 0.05%
18,600
+4,991
454
$237K 0.05%
1,256
-286
455
$234K 0.05%
11,547
+3,432
456
$233K 0.05%
7,250
457
$233K 0.05%
+60
458
$231K 0.05%
+10,060
459
$231K 0.05%
3,624
460
$229K 0.05%
1,491
-4
461
$229K 0.05%
6,005
-278
462
$228K 0.04%
+12,714
463
$226K 0.04%
2,534
-49
464
$226K 0.04%
1,821
465
$223K 0.04%
+17,019
466
$220K 0.04%
4,700
467
$219K 0.04%
4,494
468
$219K 0.04%
12,000
-8,000
469
$217K 0.04%
31,200
470
$217K 0.04%
1,233
+160
471
$216K 0.04%
7,466
472
$216K 0.04%
691
+15
473
$210K 0.04%
2,238
-61
474
$210K 0.04%
4,195
+4
475
$209K 0.04%
4,722
-542
17 18
19
20 21