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
576
$16K ﹤0.01%
+245
577
$15K ﹤0.01%
+284
578
$15K ﹤0.01%
+160
579
$15K ﹤0.01%
+234
580
$14K ﹤0.01%
+400
581
$14K ﹤0.01%
+300
582
$14K ﹤0.01%
+107
583
$13K ﹤0.01%
+205
584
$13K ﹤0.01%
+380
585
$13K ﹤0.01%
+370
586
$12K ﹤0.01%
+342
587
$12K ﹤0.01%
+340
588
$12K ﹤0.01%
+204
589
$12K ﹤0.01%
+220
590
$12K ﹤0.01%
+636
591
$12K ﹤0.01%
+194
592
$12K ﹤0.01%
+105
593
$11K ﹤0.01%
+460
594
$11K ﹤0.01%
+285
595
$10K ﹤0.01%
+7
596
$10K ﹤0.01%
+189
597
$10K ﹤0.01%
+330
598
$10K ﹤0.01%
+245
599
$10K ﹤0.01%
+200
600
$10K ﹤0.01%
+450
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