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
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.16M
3
+$1.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Top Sells

1
+$4.43M
2
+$2.08M
3
+$1.11M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$711K

Sector Composition

1 Technology 30.63%
2 Financials 8.52%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIG icon
51
Hartford Financial Services
HIG
$37.8B
$3.62M 0.38%
27,142
-939
GE icon
52
GE Aerospace
GE
$304B
$3.59M 0.37%
11,942
+1,149
DSI icon
53
iShares MSCI KLD 400 Social ETF
DSI
$5B
$3.58M 0.37%
28,445
-191
IWV icon
54
iShares Russell 3000 ETF
IWV
$18.2B
$3.55M 0.37%
9,363
IWM icon
55
iShares Russell 2000 ETF
IWM
$71.3B
$3.31M 0.34%
13,667
-190
VGT icon
56
Vanguard Information Technology ETF
VGT
$113B
$3.3M 0.34%
4,417
+343
AMGN icon
57
Amgen
AMGN
$182B
$3.28M 0.34%
11,622
-138
AXP icon
58
American Express
AXP
$248B
$3.23M 0.34%
9,714
-74
VWO icon
59
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$3.17M 0.33%
58,489
-416
BX icon
60
Blackstone
BX
$113B
$3.03M 0.32%
17,742
+194
BRK.A icon
61
Berkshire Hathaway Class A
BRK.A
$1.09T
$3.02M 0.31%
4
IWC icon
62
iShares Micro-Cap ETF
IWC
$1.04B
$2.98M 0.31%
19,975
-206
XLG icon
63
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$2.98M 0.31%
51,744
-3,166
NOW icon
64
ServiceNow
NOW
$171B
$2.97M 0.31%
3,230
+117
BMVP icon
65
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$101M
$2.89M 0.3%
58,960
-243
PANW icon
66
Palo Alto Networks
PANW
$131B
$2.88M 0.3%
14,137
-278
IEV icon
67
iShares Europe ETF
IEV
$1.59B
$2.85M 0.3%
43,476
-355
ETN icon
68
Eaton
ETN
$132B
$2.79M 0.29%
7,443
+28
PRF icon
69
Invesco FTSE RAFI US 1000 ETF
PRF
$8.47B
$2.75M 0.29%
60,817
-598
EEM icon
70
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$2.73M 0.28%
51,167
-447
VKTX icon
71
Viking Therapeutics
VKTX
$3.91B
$2.72M 0.28%
103,447
+13,070
EFAX icon
72
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$430M
$2.71M 0.28%
55,005
-123
MS icon
73
Morgan Stanley
MS
$268B
$2.68M 0.28%
16,846
-259
IVW icon
74
iShares S&P 500 Growth ETF
IVW
$66.4B
$2.67M 0.28%
22,129
-2,119
FDX icon
75
FedEx
FDX
$64.5B
$2.61M 0.27%
11,087
-1,171
1 2
3
4 5