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
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$256K 0.03%
2,599
-155
477
$256K 0.03%
+2,389
478
$255K 0.03%
22,830
479
$255K 0.03%
8,227
+32
480
$252K 0.03%
922
+3
481
$251K 0.03%
1,346
-45
482
$251K 0.03%
4,012
483
$250K 0.03%
1,960
484
$249K 0.03%
4,808
-62
485
$247K 0.03%
824
486
$245K 0.03%
+319
487
$244K 0.03%
+8,159
488
$244K 0.03%
4,380
-306
489
$243K 0.03%
+2,375
490
$243K 0.03%
2,856
491
$242K 0.03%
3,467
492
$242K 0.03%
+3,701
493
$241K 0.03%
3,282
+1
494
$240K 0.03%
+1,534
495
$239K 0.03%
49,004
-400
496
$238K 0.03%
2,200
497
$238K 0.03%
+1,409
498
$237K 0.03%
+4,954
499
$237K 0.03%
6,576
500
$236K 0.03%
6,968
-69
18 19
20
21 22