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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.72%
76,530
-460
27
$3.48M 0.69%
56,031
+360
28
$3.4M 0.68%
9,018
+45
29
$3.34M 0.66%
9,368
+720
30
$3.19M 0.64%
13,894
-312
31
$3.13M 0.62%
28,327
-440
32
$3.06M 0.61%
34,571
+1,921
33
$2.97M 0.59%
13,588
+629
34
$2.95M 0.59%
97,317
+1,574
35
$2.85M 0.57%
23,230
-994
36
$2.82M 0.56%
61,656
+606
37
$2.79M 0.56%
13,051
+228
38
$2.79M 0.55%
78,912
-825
39
$2.77M 0.55%
41,059
-2,201
40
$2.66M 0.53%
10,250
-66
41
$2.52M 0.5%
17,787
+813
42
$2.5M 0.5%
19,235
+396
43
$2.47M 0.49%
9,365
+292
44
$2.38M 0.47%
27,627
+7,028
45
$2.38M 0.47%
78,528
-1,350
46
$2.36M 0.47%
76,176
+20,040
47
$2.35M 0.47%
21,928
+715
48
$2.34M 0.47%
46,755
+9,056
49
$2.31M 0.46%
26,167
-1,008
50
$2.21M 0.44%
9,530
+2,011
1
2
3 4 5