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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.41%
44,055
-759
52
$1.78M 0.41%
30,896
+684
53
$1.75M 0.4%
14,900
-659
54
$1.75M 0.4%
72,499
+382
55
$1.73M 0.39%
20,390
+540
56
$1.63M 0.37%
37,699
+1,391
57
$1.63M 0.37%
36,521
-480
58
$1.62M 0.37%
20,520
-1,945
59
$1.61M 0.37%
61,480
+10
60
$1.61M 0.37%
36,480
-1,488
61
$1.61M 0.37%
9,688
-394
62
$1.6M 0.37%
9,628
+305
63
$1.6M 0.37%
7,519
-408
64
$1.59M 0.36%
+8,123
65
$1.57M 0.36%
69,105
-1,305
66
$1.57M 0.36%
20,599
+9,758
67
$1.57M 0.36%
5,341
+1,155
68
$1.56M 0.36%
56,136
+33,525
69
$1.56M 0.36%
16,205
-1,648
70
$1.55M 0.35%
10,436
-3,207
71
$1.55M 0.35%
33,454
-936
72
$1.53M 0.35%
8,767
-96
73
$1.5M 0.34%
5,420
-195
74
$1.49M 0.34%
25,597
-346
75
$1.49M 0.34%
63,130
+405
1 2
3
4 5