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
526
$12K ﹤0.01%
667
527
$7K ﹤0.01%
692
-3
528
– –
-2,662
529
– –
-4,396
530
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-6,795
531
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-662
532
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-1,198
533
– –
-4,000
534
– –
-9,220
535
– –
-2,800
536
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-7,348
537
– –
-4,290
538
– –
-2,923
539
– –
-8,011
540
– –
-7,692
541
– –
-1,721
542
– –
-1,304
543
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-1,980
544
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-2,100
545
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-7,290
546
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-825
547
– –
-4,476
548
– –
-1,390
549
– –
-4,665
550
– –
-4,096
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