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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.42%
12,903
-6,026
52
$1.66M 0.42%
20,560
-6
53
$1.65M 0.42%
16,179
-1,513
54
$1.64M 0.41%
48,207
-13,278
55
$1.59M 0.4%
42,512
-522
56
$1.56M 0.39%
9,361
-16,522
57
$1.55M 0.39%
16,475
-653
58
$1.54M 0.39%
6,622
-766
59
$1.51M 0.38%
13,105
-1,993
60
$1.5M 0.38%
24,929
-11,874
61
$1.49M 0.38%
30,145
-5,801
62
$1.47M 0.37%
36,045
+2,586
63
$1.47M 0.37%
7,072
-428
64
$1.46M 0.37%
36,153
-14,212
65
$1.45M 0.37%
36,350
-164
66
$1.44M 0.36%
484,565
67
$1.43M 0.36%
12,300
-3,732
68
$1.42M 0.36%
11,412
+57
69
$1.4M 0.35%
24,698
-200
70
$1.4M 0.35%
41,720
+471
71
$1.38M 0.35%
11,659
-801
72
$1.37M 0.35%
10,321
-203
73
$1.37M 0.34%
19,381
-3,410
74
$1.37M 0.34%
+16,997
75
$1.36M 0.34%
22,400
-4,040
1 2
3
4 5