IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$272K 0.03%
2,245
477
$272K 0.03%
4,034
+22
478
$271K 0.03%
12,845
-744
479
$271K 0.03%
18,547
-300
480
$271K 0.03%
4,434
-96
481
$270K 0.03%
13,814
-399
482
$269K 0.03%
982
483
$268K 0.03%
5,315
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484
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+22,795
485
$268K 0.03%
7,787
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486
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8,159
487
$261K 0.03%
+1,476
488
$261K 0.03%
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489
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408
490
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4,380
491
$260K 0.03%
2,856
492
$259K 0.03%
5,483
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493
$258K 0.03%
5,490
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494
$258K 0.03%
824
495
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2,200
496
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+4,111
497
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2,542
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498
$253K 0.03%
8,084
-143
499
$251K 0.03%
+2,690
500
$250K 0.03%
410
-1
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