IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
-4.01%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$445M
AUM Growth
-$59.9M
(-12%)
Cap. Flow
-$35.3M
Cap. Flow
% of AUM
-7.93%
Top 10 Holdings %
Top 10 Hldgs %
19.54%
Holding
537
New
9
Increased
129
Reduced
183
Closed
89
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$923K |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$826K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$594K |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
$514K |
| 5 |
Vanguard Industrials ETF
VIS
|
$463K |
Top Sells
| 1 |
Ally Financial
ALLY
|
$846K |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$821K |
| 3 |
Vanguard Health Care ETF
VHT
|
$761K |
| 4 |
Valero Energy
VLO
|
$756K |
| 5 |
Telephone and Data Systems
TDS
|
$686K |
Sector Composition
| 1 | Technology | 19.48% |
| 2 | Consumer Discretionary | 9.9% |
| 3 | Financials | 9.15% |
| 4 | Healthcare | 7.45% |
| 5 | Industrials | 7.06% |
