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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.29M
3
+$2.03M
4
WBD icon
Warner Bros
WBD
+$1.96M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$841K

Top Sells

1
+$2.71M
2
+$1.44M
3
+$701K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$670K
5
VFH icon
Vanguard Financials ETF
VFH
+$639K

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
551
– –
-1,599
552
– –
-1,431
553
– –
-2,662
554
– –
-1,178
555
– –
-6,180
556
– –
-4,743
557
– –
-4,191
558
– –
-4,396
559
– –
-6,795
560
– –
-554
561
– –
-57,687
19 20 21 22
23