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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.41%
71,155
+5
52
$1.8M 0.41%
24,548
-150
53
$1.79M 0.4%
+25,701
54
$1.75M 0.4%
10,715
-31,052
55
$1.73M 0.39%
8,632
-145
56
$1.69M 0.38%
16,004
-175
57
$1.68M 0.38%
7,311
+239
58
$1.64M 0.37%
36,350
59
$1.63M 0.37%
36,981
-25,853
60
$1.63M 0.37%
36,219
+174
61
$1.62M 0.37%
15,959
-516
62
$1.61M 0.36%
26,203
+1,274
63
$1.6M 0.36%
8,326
+3,824
64
$1.58M 0.36%
10,344
+23
65
$1.58M 0.36%
41,094
-22
66
$1.58M 0.36%
13,849
+744
67
$1.55M 0.35%
42,470
-42
68
$1.55M 0.35%
42,319
+599
69
$1.52M 0.34%
16,124
+4,472
70
$1.5M 0.34%
9,938
+15
71
$1.47M 0.33%
21,960
-440
72
$1.45M 0.33%
11,677
+18
73
$1.45M 0.33%
6,624
+2
74
$1.43M 0.32%
6,505
-82
75
$1.42M 0.32%
16,073
+2,594
1 2
3
4 5