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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$208K 0.03%
3,008
-41
477
$207K 0.03%
5,819
-128
478
$206K 0.03%
30,500
479
$205K 0.03%
+294
480
$205K 0.03%
4,819
-203
481
$202K 0.03%
+3,012
482
$202K 0.03%
431
+1
483
$202K 0.03%
20,700
484
$202K 0.03%
5,004
-58
485
$202K 0.03%
2,310
-1,282
486
$201K 0.03%
2,502
487
$196K 0.02%
25,239
+12,743
488
$185K 0.02%
12,870
+1,795
489
$173K 0.02%
11,346
-500
490
$169K 0.02%
13,419
491
$166K 0.02%
15,693
-4,103
492
$164K 0.02%
12,412
-1,002
493
$161K 0.02%
13,804
494
$157K 0.02%
14,775
495
$153K 0.02%
15,100
496
$151K 0.02%
15,400
497
$127K 0.02%
11,610
498
$111K 0.01%
16,346
499
$111K 0.01%
11,441
500
$110K 0.01%
+66,886
18 19
20
21 22