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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 0.68%
46,419
+3,771
27
$4.14M 0.67%
48,392
-3,140
28
$4.12M 0.67%
13,237
-345
29
$4.02M 0.65%
10,419
-16
30
$4.01M 0.65%
20,822
+249
31
$3.97M 0.64%
36,034
+2,636
32
$3.87M 0.63%
6,639
-126
33
$3.73M 0.6%
25,327
+303
34
$3.65M 0.59%
10,238
-82
35
$3.63M 0.59%
13,956
-23
36
$3.63M 0.59%
12,594
-131
37
$3.34M 0.54%
57,032
-657
38
$3.29M 0.53%
20,323
-65
39
$3.14M 0.51%
20,290
-338
40
$3.05M 0.49%
175,893
-5,690
41
$2.84M 0.46%
14,131
+1,374
42
$2.79M 0.45%
25,010
-320
43
$2.78M 0.45%
10,985
-68
44
$2.76M 0.45%
15,775
+92
45
$2.75M 0.45%
16,196
-241
46
$2.75M 0.45%
81,773
-277
47
$2.58M 0.42%
33,192
-5,298
48
$2.56M 0.42%
9,363
49
$2.54M 0.41%
17,996
-75
50
$2.51M 0.41%
72,472
-485
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2
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