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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$94.8K 0.02%
16,972
-1,929
477
$89.9K 0.01%
39,088
478
$76.2K 0.01%
13,925
479
$66.5K 0.01%
4,930
480
$57.1K 0.01%
11,233
481
$19.4K ﹤0.01%
667
482
– –
-11,884
483
– –
-12,606
484
– –
-10,500
485
– –
-9,794
486
– –
-3,136
487
– –
-10,633
488
– –
-1,269
489
– –
-2,980
490
– –
-8,002
491
– –
-6,381
16 17 18 19
20