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IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.91M
3
+$2.53M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$576K

Top Sells

1
+$6.12M
2
+$3.86M
3
+$1.58M
4
VHT icon
Vanguard Health Care ETF
VHT
+$920K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.9%
2 Consumer Discretionary 8.81%
3 Financials 8.66%
4 Industrials 7.4%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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527
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529
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530
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531
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532
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534
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535
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538
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539
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540
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541
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542
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543
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544
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545
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546
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549
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