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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$148K 0.03%
20,727
-406
502
$144K 0.03%
12,262
+1,855
503
$139K 0.03%
18,400
+6,000
504
$132K 0.03%
16,893
505
$130K 0.03%
4,672
-428
506
$122K 0.02%
38,968
507
$119K 0.02%
+10,017
508
$117K 0.02%
10,300
509
$116K 0.02%
10,375
510
$111K 0.02%
+13,455
511
$107K 0.02%
+11,885
512
$104K 0.02%
+24,853
513
$104K 0.02%
+16,000
514
$80K 0.02%
10,911
515
$78K 0.02%
5,307
516
$74K 0.01%
+12,607
517
$69K 0.01%
11,279
+120
518
$69K 0.01%
13,322
-202
519
$65K 0.01%
10,091
-792
520
$61K 0.01%
2,594
521
$60K 0.01%
556
522
$58K 0.01%
12,634
+35
523
$57K 0.01%
10,500
-6,000
524
$35K 0.01%
12,275
525
$32K 0.01%
+13,221
19 20
21
22 23