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
$943M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.96M
3
+$2.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.19M
5
AN icon
AutoNation
AN
+$2.1M

Top Sells

1
+$7.05M
2
+$7.04M
3
+$3.58M
4
EFAX icon
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$2.71M
5
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$2.04M

Sector Composition

1 Technology 30.79%
2 Financials 8.72%
3 Consumer Discretionary 7.95%
4 Industrials 7.15%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$350B
$3.65M 0.39%
11,865
-77
HIG icon
52
Hartford Financial Services
HIG
$39.1B
$3.62M 0.38%
26,287
-855
IWV icon
53
iShares Russell 3000 ETF
IWV
$18.4B
$3.62M 0.38%
9,363
AXP icon
54
American Express
AXP
$211B
$3.55M 0.38%
9,598
-116
NTES icon
55
NetEase
NTES
$73.2B
$3.49M 0.37%
+25,370
GM icon
56
General Motors
GM
$69.8B
$3.37M 0.36%
41,397
-575
VGT icon
57
Vanguard Information Technology ETF
VGT
$109B
$3.33M 0.35%
4,423
+6
IWM icon
58
iShares Russell 2000 ETF
IWM
$73.4B
$3.25M 0.34%
13,198
-469
VWO icon
59
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$3.24M 0.34%
60,183
+1,694
ORCL icon
60
Oracle
ORCL
$428B
$3.23M 0.34%
16,572
-2,216
FDX icon
61
FedEx
FDX
$89.9B
$3.18M 0.34%
11,024
-63
IWC icon
62
iShares Micro-Cap ETF
IWC
$1.28B
$3.17M 0.34%
20,082
+107
SHV icon
63
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$3.08M 0.33%
27,976
-7,934
BRK.A icon
64
Berkshire Hathaway Class A
BRK.A
$1.04T
$3.02M 0.32%
4
IEV icon
65
iShares Europe ETF
IEV
$1.68B
$2.99M 0.32%
43,632
+156
MS icon
66
Morgan Stanley
MS
$264B
$2.97M 0.31%
16,718
-128
XLG icon
67
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$2.97M 0.31%
50,048
-1,696
KLAC icon
68
KLA
KLAC
$189B
$2.88M 0.31%
2,374
-6
PRF icon
69
Invesco FTSE RAFI US 1000 ETF
PRF
$8.95B
$2.81M 0.3%
59,950
-867
BMVP icon
70
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$105M
$2.81M 0.3%
57,451
-1,509
COR icon
71
Cencora
COR
$72.3B
$2.78M 0.3%
8,242
+7,418
EEM icon
72
iShares MSCI Emerging Markets ETF
EEM
$27.6B
$2.75M 0.29%
50,299
-868
DE icon
73
Deere & Co
DE
$168B
$2.73M 0.29%
5,865
+1,151
BX icon
74
Blackstone
BX
$86.9B
$2.62M 0.28%
17,018
-724
CAT icon
75
Caterpillar
CAT
$336B
$2.58M 0.27%
4,509
-54
1 2
3
4 5