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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.69%
50,921
+3,080
27
$2.66M 0.67%
84,183
-225
28
$2.61M 0.66%
22,169
-4,358
29
$2.6M 0.66%
27,912
-1,149
30
$2.58M 0.65%
62,834
+4,359
31
$2.47M 0.62%
22,941
-65
32
$2.35M 0.59%
40,016
-4,812
33
$2.34M 0.59%
+51,948
34
$2.31M 0.58%
13,455
-1,247
35
$2.28M 0.58%
29,402
-4,940
36
$2.24M 0.56%
36,939
-187
37
$2.17M 0.55%
19,634
-6,506
38
$2.16M 0.55%
35,440
-1,660
39
$2.16M 0.55%
44,743
40
$2.15M 0.54%
76,848
-1,846
41
$1.99M 0.5%
61,988
-2,000
42
$1.98M 0.5%
28,658
-1,764
43
$1.94M 0.49%
17,359
+446
44
$1.92M 0.49%
67,332
-42,485
45
$1.92M 0.48%
7,078
-17
46
$1.88M 0.47%
81,399
-15,384
47
$1.85M 0.47%
8,777
48
$1.83M 0.46%
6,824
-243
49
$1.74M 0.44%
75,150
+2,910
50
$1.68M 0.42%
71,150
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