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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 0.73%
8,973
-72
27
$3.18M 0.73%
28,767
+1,097
28
$2.92M 0.67%
8,648
+285
29
$2.81M 0.64%
17,308
+864
30
$2.68M 0.61%
43,260
-67
31
$2.6M 0.59%
10,316
+197
32
$2.59M 0.59%
12,959
+330
33
$2.55M 0.58%
76,990
34
$2.51M 0.57%
32,650
+333
35
$2.49M 0.57%
79,737
36
$2.4M 0.55%
27,175
-712
37
$2.31M 0.53%
95,743
-1,830
38
$2.24M 0.51%
61,050
-13,754
39
$2.2M 0.5%
18,839
-670
40
$2.2M 0.5%
24,224
41
$2.14M 0.49%
8,505
+220
42
$2.13M 0.49%
16,974
+980
43
$2.12M 0.48%
12,823
-2,363
44
$2.07M 0.47%
79,878
-1,038
45
$2.01M 0.46%
13,424
+1,112
46
$1.96M 0.45%
3,920
-2
47
$1.95M 0.44%
25,538
+8,446
48
$1.86M 0.42%
21,213
+881
49
$1.86M 0.42%
10,269
+217
50
$1.82M 0.42%
9,073
-145
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2
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