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

Top Buys

1
+$631K
2
+$589K
3
+$579K
4
BILL icon
BILL Holdings
BILL
+$425K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$410K

Top Sells

1
+$1.33M
2
+$1.28M
3
+$1.17M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
VHT icon
Vanguard Health Care ETF
VHT
+$731K

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%
3,909
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
– –
-12,606
483
– –
-10,500
484
– –
-11,884
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
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