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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 0.64%
9,648
-99
27
$5.01M 0.63%
46,602
-1,298
28
$4.93M 0.62%
6,380
-318
29
$4.89M 0.61%
21,020
+159
30
$4.75M 0.59%
10,475
-201
31
$4.44M 0.56%
18,323
-136
32
$4.38M 0.55%
13,874
+116
33
$4.32M 0.54%
10,523
-564
34
$4.14M 0.52%
37,574
+11,241
35
$3.93M 0.49%
+580,997
36
$3.92M 0.49%
78,536
+6,531
37
$3.83M 0.48%
15,957
-356
38
$3.81M 0.48%
42,770
-40
39
$3.76M 0.47%
31,134
-1,398
40
$3.54M 0.44%
19,890
-1,691
41
$3.5M 0.44%
79,689
-653
42
$3.47M 0.44%
10,391
-123
43
$3.47M 0.43%
19,500
-59
44
$3.38M 0.42%
19,077
+2,351
45
$3.34M 0.42%
20,051
+1,555
46
$3.31M 0.41%
30,032
+1,795
47
$3.31M 0.41%
38,776
-1,370
48
$3.28M 0.41%
29,941
-129
49
$3.27M 0.41%
17,179
-153
50
$3.24M 0.41%
31,882
-819
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