IFWM
Institute for Wealth Management Portfolio holdings
AUM
$943M
1-Year Est. Return
24.52%
This Fund
S&P 500
1 Year Est. Return
+24.52%
AUM
$960M
AUM Growth
+$64.1M
(+7.2%)
Holding
604
Top Buys
| 1 | +$1.8M | |
| 2 | +$1.13M | |
| 3 | +$1.12M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.08M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.05M |
Top Sells
| 1 | +$4.14M | |
| 2 | +$2.07M | |
| 3 | +$1.14M | |
| 4 |
HES
Hess
HES
|
+$1.03M |
| 5 |
Vanguard Growth ETF
VUG
|
+$680K |
Sector Composition
| 1 | Technology | 30.57% |
| 2 | Financials | 8.58% |
| 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
Thor Industries
THO
$4.11B
| – | – |
-3,857
|
|
||
602
TotalEnergies
TTE
$195B
| – | – |
-3,391
|
|
||
603
Vanguard Consumer Staples ETF
VDC
$7.71B
| – | – |
-2,525
|
|
||
604
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.6B
| – | – |
-4,060
|
|