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
601
$10K ﹤0.01%
+297
602
$10K ﹤0.01%
+110
603
$9K ﹤0.01%
+300
604
$9K ﹤0.01%
+192
605
$9K ﹤0.01%
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606
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607
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608
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609
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611
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612
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615
$7K ﹤0.01%
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616
$7K ﹤0.01%
+258
617
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618
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619
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621
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+100
622
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+161
623
$6K ﹤0.01%
+118
624
$6K ﹤0.01%
+200
625
$6K ﹤0.01%
+151