IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$3.19M
3
+$3.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.99M

Top Sells

1
+$11.3M
2
+$8.86M
3
+$5.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.2M
5
SBUX icon
Starbucks
SBUX
+$5.11M

Sector Composition

1 Technology 13.15%
2 Financials 11.06%
3 Healthcare 7.58%
4 Communication Services 7.43%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.93%
11,102
+216
27
$2.2M 0.9%
+8,233
28
$2.13M 0.87%
16,135
+3,446
29
$2.11M 0.86%
+23,946
30
$2.05M 0.84%
121,920
-1,052
31
$1.99M 0.82%
29,183
+10,145
32
$1.98M 0.81%
30,757
-1,932
33
$1.89M 0.77%
+36,100
34
$1.88M 0.77%
+45,318
35
$1.85M 0.76%
42,773
+17,273
36
$1.73M 0.71%
+9,182
37
$1.65M 0.68%
69,264
-4,363
38
$1.64M 0.67%
70,448
+5,760
39
$1.56M 0.64%
+13,215
40
$1.52M 0.62%
+74,760
41
$1.48M 0.61%
44,247
+576
42
$1.47M 0.6%
+9,765
43
$1.44M 0.59%
16,175
+1,289
44
$1.41M 0.58%
55,402
-30,844
45
$1.35M 0.56%
+7,167
46
$1.34M 0.55%
+25,840
47
$1.32M 0.54%
14,813
-247
48
$1.27M 0.52%
21,591
+7,221
49
$1.26M 0.52%
13,715
-384
50
$1.22M 0.5%
+4
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2
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