IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.96M
3
+$2.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.19M
5
AN icon
AutoNation
AN
+$2.1M

Top Sells

1
+$7.05M
2
+$7.04M
3
+$3.58M
4
EFAX icon
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$2.71M
5
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$2.04M

Sector Composition

1 Technology 30.79%
2 Financials 8.72%
3 Consumer Discretionary 7.95%
4 Industrials 7.15%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAR icon
476
PACCAR
PCAR
$67.5B
$254K 0.03%
2,322
AMLP icon
477
Alerian MLP ETF
AMLP
$11.9B
$254K 0.03%
5,399
-91
SYY icon
478
Sysco
SYY
$36.5B
$253K 0.03%
3,431
-333
MAGS icon
479
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.39B
$252K 0.03%
3,820
+249
LH icon
480
Labcorp
LH
$22.1B
$252K 0.03%
1,004
-8
DB icon
481
Deutsche Bank
DB
$64.8B
$252K 0.03%
6,533
-185
ITW icon
482
Illinois Tool Works
ITW
$78.6B
$251K 0.03%
1,021
-21
CMG icon
483
Chipotle Mexican Grill
CMG
$46.7B
$251K 0.03%
6,785
-469
QXO
484
QXO Inc
QXO
$17.5B
$250K 0.03%
12,968
+115
HYGV icon
485
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.13B
$250K 0.03%
6,131
-4,994
PRI icon
486
Primerica
PRI
$8.67B
$249K 0.03%
962
-45
WTW icon
487
Willis Towers Watson
WTW
$27.9B
$248K 0.03%
755
MGEE icon
488
MGE Energy Inc
MGEE
$2.88B
$248K 0.03%
3,162
-339
SOXX icon
489
iShares Semiconductor ETF
SOXX
$27.7B
$248K 0.03%
823
+1
AGGY icon
490
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$893M
$247K 0.03%
5,617
-7,820
RDDT icon
491
Reddit
RDDT
$31.8B
$246K 0.03%
1,071
+62
GIS icon
492
General Mills
GIS
$18.8B
$245K 0.03%
5,278
-37
IVES
493
Dan IVES Wedbush AI Revolution ETF
IVES
$1B
$244K 0.03%
+7,729
FTCS icon
494
First Trust Capital Strength ETF
FTCS
$7.98B
$244K 0.03%
+2,641
EES icon
495
WisdomTree US SmallCap Earnings Fund
EES
$684M
$244K 0.03%
4,290
TGT icon
496
Target
TGT
$59B
$242K 0.03%
2,478
-295
QRVO icon
497
Qorvo
QRVO
$7.66B
$241K 0.03%
2,856
RMD icon
498
ResMed
RMD
$32.9B
$240K 0.03%
995
-74
NSC icon
499
Norfolk Southern
NSC
$68.3B
$240K 0.03%
830
+53
ECL icon
500
Ecolab
ECL
$77.9B
$237K 0.03%
904
-78
18 19
20
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