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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.62%
10,801
-78
27
$3.63M 0.61%
20,890
-487
28
$3.63M 0.61%
8,144
+48
29
$3.62M 0.61%
107,323
+937
30
$3.6M 0.61%
31,617
-276
31
$3.41M 0.58%
10,572
-21
32
$3.41M 0.58%
25,283
-1,220
33
$3.4M 0.57%
16,121
-54
34
$3.24M 0.55%
13,664
-25
35
$3.19M 0.54%
179,670
+18,901
36
$3.14M 0.53%
6,689
-24
37
$2.96M 0.5%
20,468
-36
38
$2.85M 0.48%
12,822
-378
39
$2.83M 0.48%
68,883
+8,147
40
$2.8M 0.47%
20,752
-1,222
41
$2.76M 0.46%
71,208
-105
42
$2.74M 0.46%
11,061
+1
43
$2.72M 0.46%
38,574
44
$2.67M 0.45%
147,854
+19,509
45
$2.49M 0.42%
73,112
-40
46
$2.46M 0.41%
36,834
-198
47
$2.44M 0.41%
20,464
+2,502
48
$2.43M 0.41%
16,732
-15
49
$2.39M 0.4%
47,337
-50
50
$2.39M 0.4%
15,683
+99
1
2
3 4 5