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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-1,120
452
– –
-4,145
453
– –
-2,923
454
– –
-10,050
455
– –
-420
456
– –
-2,696
457
– –
-2,099
458
– –
-1,875
459
– –
-2,380
460
– –
-11,743
461
– –
-691
462
– –
-4,479
463
– –
-4,600
464
– –
-6,387
465
– –
-3,173
466
– –
-1,548
467
– –
-2,690
468
– –
-8,274
469
– –
-20,238
470
– –
-556
471
– –
-4
472
– –
-2,408
473
– –
-2,575
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