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
526
$211K 0.02%
1,930
-3,220
527
$210K 0.02%
8,992
528
$209K 0.02%
15,036
+1,306
529
$209K 0.02%
29,300
-1,200
530
$208K 0.02%
3,391
531
$207K 0.02%
1,042
-32
532
$207K 0.02%
+3,567
533
$205K 0.02%
411
-20
534
$205K 0.02%
+399
535
$204K 0.02%
36,179
536
$204K 0.02%
+1,714
537
$204K 0.02%
4,350
+2
538
$203K 0.02%
+477
539
$202K 0.02%
2,724
-155
540
$202K 0.02%
1,564
-274
541
$201K 0.02%
+5,405
542
$201K 0.02%
+2,096
543
$200K 0.02%
2,150
544
$200K 0.02%
2,020
-22
545
$185K 0.02%
622
546
$185K 0.02%
19,948
-752
547
$181K 0.02%
+50,000
548
$163K 0.02%
14,213
-310
549
$156K 0.02%
13,804
550
$153K 0.02%
11,964
-267
19 20 21
22
23