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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$208K 0.04%
2,354
+544
477
$208K 0.04%
+18,290
478
$208K 0.04%
3,754
+500
479
$207K 0.04%
2,246
+10
480
$207K 0.04%
2,601
+19
481
$206K 0.04%
2,014
-190
482
$206K 0.04%
1,133
-1,317
483
$206K 0.04%
+4,436
484
$206K 0.04%
2,953
485
$204K 0.04%
5,019
486
$203K 0.04%
1,374
487
$202K 0.04%
991
488
$202K 0.04%
3,754
-258
489
$200K 0.04%
2,829
-20
490
$199K 0.04%
23,772
491
$198K 0.04%
+11,827
492
$192K 0.04%
21,756
493
$188K 0.04%
+48,000
494
$186K 0.04%
10,299
495
$178K 0.03%
26,415
496
$166K 0.03%
10,176
-80
497
$166K 0.03%
8,467
498
$164K 0.03%
27,400
499
$153K 0.03%
7,829
500
$153K 0.03%
10,611
18 19
20
21 22