IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.51M
3
+$2.01M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.22M

Top Sells

1
+$4.41M
2
+$1.51M
3
+$1.31M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.15M
5
VHT icon
Vanguard Health Care ETF
VHT
+$931K

Sector Composition

1 Technology 29.65%
2 Financials 8.84%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWV icon
51
iShares Russell 3000 ETF
IWV
$17B
$3.29M 0.37%
9,363
AMGN icon
52
Amgen
AMGN
$159B
$3.28M 0.37%
11,760
-395
NOW icon
53
ServiceNow
NOW
$186B
$3.2M 0.36%
3,113
-80
AXP icon
54
American Express
AXP
$225B
$3.12M 0.35%
9,788
+189
IWM icon
55
iShares Russell 2000 ETF
IWM
$70.3B
$2.99M 0.33%
13,857
+1,010
PANW icon
56
Palo Alto Networks
PANW
$139B
$2.95M 0.33%
14,415
-838
GOOG icon
57
Alphabet (Google) Class C
GOOG
$3.05T
$2.95M 0.33%
16,612
-463
BRK.A icon
58
Berkshire Hathaway Class A
BRK.A
$1.05T
$2.92M 0.33%
4
VWO icon
59
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$2.91M 0.32%
58,905
-691
BMVP icon
60
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$107M
$2.86M 0.32%
59,203
-402
XLG icon
61
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$2.86M 0.32%
54,910
-22,029
PYPL icon
62
PayPal
PYPL
$63.1B
$2.86M 0.32%
38,449
-70
VBK icon
63
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$2.81M 0.31%
+10,148
FDX icon
64
FedEx
FDX
$55.9B
$2.79M 0.31%
12,258
-53
CRM icon
65
Salesforce
CRM
$234B
$2.78M 0.31%
10,190
-142
GE icon
66
GE Aerospace
GE
$318B
$2.78M 0.31%
10,793
-261
IEV icon
67
iShares Europe ETF
IEV
$2.23B
$2.77M 0.31%
43,831
-548
VGT icon
68
Vanguard Information Technology ETF
VGT
$108B
$2.7M 0.3%
4,074
+1,570
IVW icon
69
iShares S&P 500 Growth ETF
IVW
$65.5B
$2.67M 0.3%
24,248
-2,454
ETN icon
70
Eaton
ETN
$146B
$2.65M 0.3%
7,415
+15
BX icon
71
Blackstone
BX
$123B
$2.62M 0.29%
17,548
+235
EFAX icon
72
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$408M
$2.61M 0.29%
55,128
-307
PRF icon
73
Invesco FTSE RAFI US 1000 ETF
PRF
$8.51B
$2.6M 0.29%
61,415
-399
QUAL icon
74
iShares MSCI USA Quality Factor ETF
QUAL
$52.8B
$2.58M 0.29%
14,124
-1,725
IWC icon
75
iShares Micro-Cap ETF
IWC
$1.03B
$2.58M 0.29%
20,181
1 2
3
4 5