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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.69%
13,590
-36
27
$3.05M 0.68%
22,710
+106
28
$3.03M 0.68%
10,648
+22
29
$2.95M 0.66%
11,032
-2,019
30
$2.92M 0.66%
59,533
31
$2.85M 0.64%
155,336
-3,010
32
$2.83M 0.63%
48,924
-1,846
33
$2.77M 0.62%
75,620
-40
34
$2.7M 0.61%
89,067
+1,056
35
$2.57M 0.58%
14,466
+45
36
$2.51M 0.56%
83,055
-62
37
$2.46M 0.55%
21,223
-36
38
$2.41M 0.54%
20,319
+82
39
$2.37M 0.53%
14,378
+3,604
40
$2.31M 0.52%
72,585
-663
41
$2.25M 0.51%
6,960
-1
42
$2.25M 0.51%
20,462
-901
43
$2.24M 0.5%
8,297
+97
44
$2.22M 0.5%
38,986
-175
45
$2.19M 0.49%
30,816
+1
46
$2.12M 0.48%
13,131
-16
47
$2.08M 0.47%
32,849
+145
48
$1.99M 0.45%
10,589
-253
49
$1.98M 0.44%
20,542
-618
50
$1.98M 0.44%
9,160
+247
1
2
3 4 5