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
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$305K 0.03%
1,896
452
$302K 0.03%
1,572
-129
453
$301K 0.03%
15,597
-1,005
454
$295K 0.03%
+3,501
455
$294K 0.03%
1,267
+96
456
$293K 0.03%
1,069
+62
457
$292K 0.03%
3,356
-600
458
$291K 0.03%
1,012
-225
459
$289K 0.03%
51,309
460
$288K 0.03%
3,008
-24
461
$287K 0.03%
584
462
$285K 0.03%
3,362
+380
463
$285K 0.03%
3,907
464
$284K 0.03%
7,254
+100
465
$284K 0.03%
+52,713
466
$284K 0.03%
8,196
-288
467
$282K 0.03%
6,507
468
$281K 0.03%
1,150
+3
469
$280K 0.03%
+6,369
470
$280K 0.03%
1,007
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471
$278K 0.03%
25,811
472
$275K 0.03%
1,880
+119
473
$274K 0.03%
1,249
-160
474
$273K 0.03%
11,872
-140
475
$272K 0.03%
1,042
-20
17 18
19
20 21