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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$96K 0.02%
+11,980
477
$94K 0.02%
+3,063
478
$93K 0.02%
+1,108
479
$92K 0.02%
+2,085
480
$92K 0.02%
+3,657
481
$90K 0.02%
11,578
+348
482
$89K 0.02%
337
-365
483
$88K 0.02%
+2,906
484
$84K 0.02%
+1,737
485
$82K 0.02%
+714
486
$79K 0.02%
+1,780
487
$77K 0.02%
+2,112
488
$76K 0.02%
12,689
489
$76K 0.02%
+688
490
$75K 0.02%
+1,777
491
$74K 0.02%
+1,850
492
$74K 0.02%
+3,412
493
$72K 0.02%
+2,500
494
$72K 0.02%
+2,282
495
$70K 0.02%
+870
496
$67K 0.02%
+380
497
$67K 0.02%
+1,601
498
$65K 0.01%
+1,213
499
$64K 0.01%
+1,370
500
$63K 0.01%
+1,200
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