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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$62K 0.01%
+1,480
502
$61K 0.01%
+4,776
503
$60K 0.01%
+1,087
504
$60K 0.01%
+2,271
505
$59K 0.01%
+1,250
506
$59K 0.01%
+846
507
$58K 0.01%
+845
508
$58K 0.01%
+456
509
$57K 0.01%
+2,516
510
$57K 0.01%
+1,351
511
$55K 0.01%
+2,833
512
$52K 0.01%
+680
513
$50K 0.01%
+1,667
514
$49K 0.01%
+583
515
$46K 0.01%
+591
516
$45K 0.01%
+966
517
$45K 0.01%
+625
518
$43K 0.01%
+700
519
$40K 0.01%
+366
520
$40K 0.01%
+1,200
521
$40K 0.01%
+400
522
$38K 0.01%
+1,086
523
$38K 0.01%
+800
524
$38K 0.01%
+1,257
525
$37K 0.01%
+807
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