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
526
$37K 0.01%
+600
527
$37K 0.01%
+1,200
528
$37K 0.01%
+1,365
529
$37K 0.01%
+575
530
$37K 0.01%
+248
531
$35K 0.01%
+1,110
532
$35K 0.01%
+254
533
$34K 0.01%
+835
534
$34K 0.01%
+1,710
535
$34K 0.01%
+1,235
536
$34K 0.01%
+741
537
$34K 0.01%
+3,302
538
$32K 0.01%
+978
539
$32K 0.01%
+1,395
540
$30K 0.01%
+484
541
$29K 0.01%
+482
542
$27K 0.01%
+574
543
$27K 0.01%
+903
544
$26K 0.01%
+560
545
$26K 0.01%
+450
546
$26K 0.01%
+600
547
$26K 0.01%
+403
548
$26K 0.01%
+370
549
$25K 0.01%
+745
550
$25K 0.01%
+349
20 21
22
23 24