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

Top Buys

1
+$1.77M
2
+$1.25M
3
+$1.04M
4
VFH icon
Vanguard Financials ETF
VFH
+$944K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$561K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
AAPL icon
Apple
AAPL
+$371K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$370K

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
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-556
452
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-4
453
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-2,124
454
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-1,120
455
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-4,145
456
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-2,923
457
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-420
458
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-2,696
459
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-2,099
460
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-1,875
461
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-2,380
462
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-11,743
463
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-2,408
464
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-2,575
465
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-691
466
– –
-4,479
467
– –
-4,600
468
– –
-6,387
469
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-3,173
470
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-1,548
471
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-2,690
472
– –
-8,274
473
– –
-10,050
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