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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$209K 0.03%
19,360
452
$208K 0.03%
+2,909
453
$208K 0.03%
20,168
454
$207K 0.03%
+958
455
$205K 0.03%
+11,923
456
$204K 0.03%
+4,439
457
$204K 0.03%
+2,706
458
$202K 0.03%
+831
459
$201K 0.03%
+6,188
460
$201K 0.03%
+7,636
461
$201K 0.03%
+2,802
462
$201K 0.03%
+2,645
463
$193K 0.03%
10,192
-2,564
464
$193K 0.03%
20,904
-940
465
$186K 0.03%
18,179
466
$178K 0.03%
30,923
-4,940
467
$175K 0.03%
+14,775
468
$163K 0.03%
18,338
469
$158K 0.03%
13,804
470
$154K 0.03%
13,225
471
$149K 0.02%
15,100
472
$147K 0.02%
15,400
473
$118K 0.02%
761
-4,800
474
$99.9K 0.02%
12,988
-8,235
475
$97.8K 0.02%
+16,981
16 17 18
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