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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.55%
34,759
+2,044
52
$1.86M 0.55%
+19,126
53
$1.86M 0.55%
26,254
-25,754
54
$1.86M 0.55%
38,264
+7,619
55
$1.76M 0.52%
38,327
-23,508
56
$1.75M 0.52%
11,624
+358
57
$1.72M 0.51%
65,120
-7,672
58
$1.72M 0.51%
32,879
+5,351
59
$1.71M 0.5%
20,459
-15,251
60
$1.7M 0.5%
23,174
-847
61
$1.67M 0.49%
15,702
-7,121
62
$1.63M 0.48%
29,731
-752
63
$1.59M 0.47%
+29,096
64
$1.58M 0.47%
+42,744
65
$1.58M 0.46%
+35,457
66
$1.57M 0.46%
12,434
+790
67
$1.56M 0.46%
22,526
-13,750
68
$1.55M 0.46%
39,531
-1,332
69
$1.55M 0.46%
30,064
-1,424
70
$1.55M 0.46%
27,818
-1,869
71
$1.54M 0.45%
13,044
-88
72
$1.53M 0.45%
11,208
+1,068
73
$1.49M 0.44%
22,197
+427
74
$1.48M 0.44%
8,658
+2,407
75
$1.39M 0.41%
+12,528
1 2
3
4 5