IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$275K 0.03%
5,628
-102
452
$275K 0.03%
1,761
-262
453
$273K 0.03%
25,811
+11,036
454
$272K 0.03%
6,507
455
$272K 0.03%
953
456
$271K 0.03%
2,372
-22
457
$271K 0.03%
3,389
-25
458
$271K 0.03%
32,719
+5,931
459
$270K 0.03%
5,529
-39
460
$269K 0.03%
9,604
461
$268K 0.03%
4,530
-25
462
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+2,982
463
$268K 0.03%
714
464
$268K 0.03%
3,881
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465
$266K 0.03%
18,847
-353
466
$265K 0.03%
982
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467
$264K 0.03%
1,077
-62
468
$263K 0.03%
1,107
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469
$263K 0.03%
2,245
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470
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1,062
471
$262K 0.03%
4,365
472
$260K 0.03%
3,431
473
$260K 0.03%
+1,007
474
$258K 0.03%
1,147
-50
475
$256K 0.03%
12,012
-2,075
17 18
19
20 21