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
626
$6K ﹤0.01%
+122
627
$6K ﹤0.01%
+230
628
$6K ﹤0.01%
+219
629
$5K ﹤0.01%
+91
630
$5K ﹤0.01%
+50
631
$5K ﹤0.01%
+151
632
$5K ﹤0.01%
+158
633
$5K ﹤0.01%
+256
634
$5K ﹤0.01%
+75
635
$5K ﹤0.01%
+72
636
$5K ﹤0.01%
+190
637
$5K ﹤0.01%
+27
638
$5K ﹤0.01%
+185
639
$5K ﹤0.01%
+65
640
$4K ﹤0.01%
+200
641
$4K ﹤0.01%
+133
642
$4K ﹤0.01%
+30
643
$4K ﹤0.01%
+67
644
$4K ﹤0.01%
+79
645
$4K ﹤0.01%
+37
646
$4K ﹤0.01%
+135
647
$4K ﹤0.01%
+189
648
$3K ﹤0.01%
+133
649
$3K ﹤0.01%
+40
650
$3K ﹤0.01%
+51
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