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
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$223K 0.02%
+822
527
$221K 0.02%
+5,271
528
$221K 0.02%
+8,821
529
$221K 0.02%
29,300
530
$221K 0.02%
+2,603
531
$221K 0.02%
316
-3
532
$217K 0.02%
1,530
-100
533
$217K 0.02%
5,405
534
$215K 0.02%
80,000
535
$214K 0.02%
2,833
-398
536
$213K 0.02%
+466
537
$212K 0.02%
574
+21
538
$212K 0.02%
8,300
539
$212K 0.02%
+4,195
540
$212K 0.02%
3,391
541
$207K 0.02%
19,948
542
$207K 0.02%
+5,354
543
$207K 0.02%
+9,276
544
$205K 0.02%
+4,896
545
$202K 0.02%
4,351
+1
546
$201K 0.02%
+1,270
547
$201K 0.02%
1,745
-185
548
$181K 0.02%
14,333
549
$161K 0.02%
13,804
550
$153K 0.02%
15,100
20 21
22
23 24