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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.69%
10,322
-45
27
$2.88M 0.65%
22,521
-420
28
$2.78M 0.63%
34,078
+4,676
29
$2.77M 0.63%
84,021
-162
30
$2.55M 0.58%
27,498
-414
31
$2.53M 0.57%
13,449
-6
32
$2.42M 0.55%
36,080
+640
33
$2.34M 0.53%
61,988
34
$2.32M 0.52%
29,095
+437
35
$2.32M 0.52%
75,266
-1,582
36
$2.3M 0.52%
44,743
37
$2.25M 0.51%
36,972
+33
38
$2.22M 0.5%
7,442
+364
39
$2.22M 0.5%
39,213
-803
40
$2.19M 0.5%
75,050
-100
41
$2.14M 0.48%
18,763
+1,404
42
$2.11M 0.48%
6,509
-315
43
$2.09M 0.47%
+16,054
44
$2M 0.45%
82,932
+1,533
45
$1.93M 0.44%
65,400
-1,932
46
$1.91M 0.43%
11,422
+10
47
$1.9M 0.43%
13,029
+126
48
$1.9M 0.43%
51,079
+2,872
49
$1.84M 0.42%
16,669
-2,965
50
$1.83M 0.41%
20,019
-541
1
2
3 4 5