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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.34M 0.66%
38,192
+538
27
$3.31M 0.65%
13,626
-21
28
$3.31M 0.65%
35,070
+1,844
29
$3.28M 0.64%
158,346
-2,032
30
$3.23M 0.63%
105,027
-24
31
$3.22M 0.63%
75,660
-40
32
$3.18M 0.62%
14,036
+653
33
$2.99M 0.59%
50,770
-601
34
$2.84M 0.56%
14,421
+299
35
$2.8M 0.55%
40,104
+66
36
$2.77M 0.54%
88,011
+1,613
37
$2.59M 0.51%
83,117
-12,130
38
$2.57M 0.51%
20,237
-540
39
$2.57M 0.5%
22,789
+1,062
40
$2.5M 0.49%
32,704
-200
41
$2.4M 0.47%
13,147
-338
42
$2.37M 0.47%
30,815
-9,199
43
$2.35M 0.46%
21,363
-244
44
$2.31M 0.45%
21,160
+2,240
45
$2.3M 0.45%
73,248
46
$2.3M 0.45%
39,161
47
$2.26M 0.44%
6,961
-71
48
$2.19M 0.43%
12,320
-28
49
$2.14M 0.42%
73,582
-642
50
$2.09M 0.41%
15,276
+72
1
2
3 4 5