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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.73%
14,343
+3,134
27
$2.45M 0.72%
19,387
+3,105
28
$2.4M 0.71%
23,013
-1,109
29
$2.33M 0.69%
21,318
+5,730
30
$2.33M 0.69%
104,710
-30,890
31
$2.3M 0.68%
35,055
-21,201
32
$2.25M 0.66%
30,671
-20,599
33
$2.21M 0.65%
116,016
-11,592
34
$2.2M 0.65%
28,150
-22,743
35
$2.18M 0.64%
63,375
+18,911
36
$2.17M 0.64%
36,567
-12,804
37
$2.16M 0.64%
108,588
+13,743
38
$2.12M 0.62%
77,688
-1,144
39
$2.11M 0.62%
+30,745
40
$2.08M 0.61%
10,572
-6,485
41
$2.02M 0.59%
69,811
-55,834
42
$2.01M 0.59%
467,061
-303,119
43
$2.01M 0.59%
14,522
+6,014
44
$2M 0.59%
25,324
+6,097
45
$1.96M 0.58%
174,841
+35,787
46
$1.94M 0.57%
44,593
-1,065
47
$1.93M 0.57%
19,167
+929
48
$1.9M 0.56%
14,760
-10,025
49
$1.89M 0.56%
43,737
+21,663
50
$1.88M 0.55%
14,951
+1,292
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