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
551
$25K 0.01%
+664
552
$25K 0.01%
+246
553
$25K 0.01%
+721
554
$24K 0.01%
+375
555
$23K 0.01%
+302
556
$23K 0.01%
+1,000
557
$23K 0.01%
+380
558
$22K 0.01%
+343
559
$21K ﹤0.01%
+225
560
$21K ﹤0.01%
+412
561
$21K ﹤0.01%
+300
562
$21K ﹤0.01%
+1,264
563
$19K ﹤0.01%
+193
564
$19K ﹤0.01%
+385
565
$19K ﹤0.01%
+300
566
$19K ﹤0.01%
+734
567
$17K ﹤0.01%
+173
568
$17K ﹤0.01%
30
569
$17K ﹤0.01%
+346
570
$17K ﹤0.01%
+310
571
$17K ﹤0.01%
+380
572
$17K ﹤0.01%
+261
573
$17K ﹤0.01%
+315
574
$16K ﹤0.01%
+556
575
$16K ﹤0.01%
+200
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