IFWM
Institute for Wealth Management Portfolio holdings
AUM
$960M
1-Year Est. Return
26.73%
1 Year Est. Return
+26.73%
AUM
$960M
AUM Growth
+$64.1M
(+7.2%)
Holding
604
Top Buys
| 1 | +$1.87M | |
| 2 | +$1.16M | |
| 3 | +$1.14M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.13M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09M |
Top Sells
| 1 | +$4.43M | |
| 2 | +$2.08M | |
| 3 | +$1.11M | |
| 4 |
HES
Hess
HES
|
+$1.03M |
| 5 |
Vanguard Growth ETF
VUG
|
+$711K |
Sector Composition
| 1 | Technology | 30.63% |
| 2 | Financials | 8.52% |
| 3 | Consumer Discretionary | 7.57% |
| 4 | Industrials | 7.44% |
| 5 | Communication Services | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
CF Industries
CF
$13.5B
| – | – |
-4,111
|
|
||
602
CSG Systems International
CSGS
$1.86B
| – | – |
-3,701
|
|
||
603
Dow Inc
DOW
$15.5B
| – | – |
-8,847
|
|
||
604
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
| – | – |
-4,829
|
|