IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$234K 0.03%
8,847
-305
502
$233K 0.03%
+1,679
503
$232K 0.03%
12,205
+50
504
$231K 0.03%
51,309
505
$230K 0.03%
4,829
-117
506
$229K 0.03%
+4,047
507
$229K 0.03%
3,391
-114
508
$227K 0.03%
1,675
+1
509
$226K 0.03%
7,460
510
$224K 0.03%
2,110
511
$224K 0.03%
+1,186
512
$223K 0.02%
3,231
-124
513
$222K 0.02%
+5,556
514
$222K 0.02%
6,789
+159
515
$221K 0.02%
2,322
-1,383
516
$221K 0.02%
2,006
-14
517
$219K 0.02%
553
+2
518
$219K 0.02%
4,290
519
$219K 0.02%
+408
520
$216K 0.02%
1,630
-376
521
$215K 0.02%
+4,654
522
$214K 0.02%
+4,778
523
$213K 0.02%
+2,228
524
$212K 0.02%
8,300
-200
525
$211K 0.02%
4,530
-237
19 20
21
22 23