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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 0.65%
10,320
-481
27
$3.58M 0.65%
8,049
-95
28
$3.54M 0.64%
106,737
-586
29
$3.46M 0.62%
42,648
-1,093
30
$3.42M 0.62%
12,725
-97
31
$3.39M 0.61%
57,689
-211
32
$3.38M 0.61%
10,435
-137
33
$3.37M 0.61%
20,573
-317
34
$3.3M 0.59%
25,024
-259
35
$3.22M 0.58%
13,979
+315
36
$3.18M 0.57%
30,901
-716
37
$3.07M 0.55%
20,628
-124
38
$3.05M 0.55%
15,891
-230
39
$3.05M 0.55%
181,583
+1,913
40
$2.93M 0.53%
11,053
-8
41
$2.82M 0.51%
20,388
-80
42
$2.72M 0.49%
70,052
+1,169
43
$2.61M 0.47%
38,490
-84
44
$2.61M 0.47%
70,912
-296
45
$2.52M 0.45%
147,849
-5
46
$2.38M 0.43%
16,437
-295
47
$2.38M 0.43%
18,071
+384
48
$2.29M 0.41%
9,363
49
$2.27M 0.41%
15,683
50
$2.27M 0.41%
25,074
-117
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2
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