IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
+$4.58M
2
+$2M
3
+$1.76M
4
VIS icon
Vanguard Industrials ETF
VIS
+$822K
5
FISV
Fiserv Inc
FISV
+$700K

Top Sells

1
+$4.87M
2
+$2.16M
3
+$1.77M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M

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
676
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-10,319
677
– –
-3,702
678
$0 ﹤0.01%
+7
679
$0 ﹤0.01%
+10
680
$0 ﹤0.01%
+12
681
– –
-2,255
682
$0 ﹤0.01%
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683
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684
$0 ﹤0.01%
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685
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686
$0 ﹤0.01%
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687
$0 ﹤0.01%
+3
688
$0 ﹤0.01%
+4
689
$0 ﹤0.01%
+8
690
– –
-4,805
691
– –
-9,855
692
– –
0
693
$0 ﹤0.01%
+23
694
– –
-18,890
695
– –
-4,924
696
– –
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697
$0 ﹤0.01%
+9
698
$0 ﹤0.01%
+14
699
$0 ﹤0.01%
+7
700
– –
-11,807
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