IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
-0.45%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$567M
AUM Growth
+$567M
(-0.38%)
Cap. Flow
+$8.38M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
20.58%
Holding
503
New
14
Increased
159
Reduced
165
Closed
24
Top Buys
| 1 |
NVIDIA
NVDA
|
$11.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.76M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$1.26M |
| 4 |
Amazon
AMZN
|
$650K |
| 5 |
Vermilion Energy
VET
|
$421K |
Top Sells
| 1 |
GE Aerospace
GE
|
$8.28M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.59M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.3M |
| 4 |
FlexShares Ultra-Short Income Fund
RAVI
|
$912K |
| 5 |
Microsoft
MSFT
|
$513K |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Consumer Discretionary | 9.98% |
| 3 | Financials | 9.79% |
| 4 | Industrials | 6.96% |
| 5 | Communication Services | 6.53% |