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
$244M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$3.19M
3
+$3.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.99M

Top Sells

1
+$11.3M
2
+$8.86M
3
+$5.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.2M
5
SBUX icon
Starbucks
SBUX
+$5.11M

Sector Composition

1 Technology 13.15%
2 Financials 11.06%
3 Healthcare 7.58%
4 Communication Services 7.43%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.5%
25,463
-55
52
$1.19M 0.49%
27,287
-1,125
53
$1.19M 0.49%
12,498
+1,900
54
$1.19M 0.49%
20,702
-2,933
55
$1.18M 0.48%
38,842
-366
56
$1.18M 0.48%
+65,410
57
$1.17M 0.48%
82,705
-990
58
$1.16M 0.48%
26,883
-106
59
$1.15M 0.47%
13,222
+301
60
$1.14M 0.47%
+26,932
61
$1.13M 0.47%
+5,555
62
$1.13M 0.46%
43,278
+644
63
$1.12M 0.46%
17,952
+92
64
$1.11M 0.46%
+6,675
65
$1.11M 0.45%
+23,515
66
$1.1M 0.45%
+39,484
67
$1.1M 0.45%
17,687
-11,342
68
$1.08M 0.45%
+43,895
69
$1.07M 0.44%
+5,082
70
$1.07M 0.44%
24,501
-1,034
71
$1.03M 0.42%
20,911
-1,362
72
$1.03M 0.42%
13,719
-201
73
$997K 0.41%
+6,256
74
$990K 0.41%
29,082
+4,418
75
$977K 0.4%
+5,117
1 2
3
4 5