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
651
$3K ﹤0.01%
+50
652
$3K ﹤0.01%
+75
653
$2K ﹤0.01%
+38
654
$2K ﹤0.01%
+76
655
$2K ﹤0.01%
+46
656
$2K ﹤0.01%
+70
657
$2K ﹤0.01%
+71
658
$2K ﹤0.01%
+21
659
$2K ﹤0.01%
+86
660
$2K ﹤0.01%
+112
661
$2K ﹤0.01%
+21
662
$2K ﹤0.01%
+50
663
$1K ﹤0.01%
+13
664
$1K ﹤0.01%
+15
665
$1K ﹤0.01%
+11
666
$1K ﹤0.01%
+34
667
$1K ﹤0.01%
+32
668
$1K ﹤0.01%
+14
669
$1K ﹤0.01%
+36
670
$1K ﹤0.01%
+29
671
$1K ﹤0.01%
+25
672
$1K ﹤0.01%
+40
673
$1K ﹤0.01%
+33
674
$1K ﹤0.01%
+21
675
$1K ﹤0.01%
+59
25 26
27
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