IFWM
Institute for Wealth Management Portfolio holdings
AUM
$931M
1-Year Est. Return
29.36%
This Fund
S&P 500
1 Year Est. Return
+29.36%
AUM
$943M
AUM Growth
-$16.7M
(-1.7%)
Holding
586
Top Buys
| 1 | +$3.6M | |
| 2 | +$2.96M | |
| 3 | +$2.53M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.19M |
| 5 |
AutoNation
AN
|
+$2.1M |
Top Sells
| 1 | +$7.05M | |
| 2 | +$7.04M | |
| 3 | +$3.58M | |
| 4 |
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
|
+$2.71M |
| 5 |
iShares ESG Advanced Universal USD Bond ETF
EUSB
|
+$2.04M |
Sector Composition
| 1 | Technology | 30.79% |
| 2 | Financials | 8.72% |
| 3 | Consumer Discretionary | 7.92% |
| 4 | Industrials | 7.15% |
| 5 | Communication Services | 5.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Ryan Specialty Holdings
RYAN
$4.23B
| – | – |
-7,720
|
|
||
577
Spotify
SPOT
$107B
| – | – |
-316
|
|
||
578
Stagwell
STGW
$1.61B
| – | – |
-51,309
|
|
||
579
Stryker
SYK
$121B
| – | – |
-574
|
|
||
580
iShares TIPS Bond ETF
TIP
$14.9B
| – | – |
-3,979
|
|
||
581
Tyler Technologies
TYL
$12.9B
| – | – |
-803
|
|
||
582
Workday
WDAY
$32B
| – | – |
-1,641
|
|
||
583
WPP
WPP
$4.05B
| – | – |
-8,821
|
|
||
584
Watsco Inc
WSO
$15.3B
| – | – |
-869
|
|
||
585
Zoetis
ZTS
$34.1B
| – | – |
-1,880
|
|
||
|
CNR
586
Core Natural Resources Inc
CNR
$4.24B
| – | – |
-3,826
|
|