IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+4.64%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$796M
AUM Growth
+$3.95M
(+0.5%)
Cap. Flow
-$17.3M
Cap. Flow
% of AUM
-2.18%
Top 10 Holdings %
Top 10 Hldgs %
30.95%
Holding
567
New
17
Increased
130
Reduced
249
Closed
62
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.22M |
| 2 |
Recursion Pharmaceuticals
RXRX
|
$3.93M |
| 3 |
Viking Therapeutics
VKTX
|
$1.79M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.24M |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$579K |
Top Sells
| 1 |
Lam Research
LRCX
|
$6.12M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.73M |
| 3 |
NVIDIA
NVDA
|
$1.54M |
| 4 |
Vanguard Health Care ETF
VHT
|
$866K |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
$860K |
Sector Composition
| 1 | Technology | 29.95% |
| 2 | Consumer Discretionary | 8.83% |
| 3 | Financials | 8.61% |
| 4 | Industrials | 7.4% |
| 5 | Communication Services | 5.54% |
