IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 0.67%
56,573
-105
27
$5.79M 0.65%
46,652
-770
28
$5.75M 0.64%
9,305
+130
29
$5.63M 0.63%
107,475
-229
30
$5.6M 0.63%
41,820
-1,020
31
$5.48M 0.61%
43,244
+446
32
$5.36M 0.6%
9,537
-53
33
$5.09M 0.57%
10,478
+13
34
$4.98M 0.56%
45,817
-780
35
$4.97M 0.56%
17,833
-1,164
36
$4.75M 0.53%
13,377
-225
37
$4.67M 0.52%
16,115
+218
38
$4.63M 0.52%
5,944
-222
39
$4.36M 0.49%
20,792
+625
40
$4.15M 0.46%
18,987
-393
41
$4.14M 0.46%
29,149
-1,769
42
$4.03M 0.45%
9,193
-670
43
$3.98M 0.44%
24,176
+7,408
44
$3.75M 0.42%
79,300
-517
45
$3.72M 0.42%
31,710
-165
46
$3.7M 0.41%
18,970
+12,872
47
$3.62M 0.4%
19,751
-5
48
$3.56M 0.4%
28,081
-853
49
$3.54M 0.4%
19,095
-160
50
$3.33M 0.37%
28,636
-590
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