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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.44%
14,490
-410
52
$2.18M 0.43%
42,177
+5,697
53
$2.17M 0.43%
7,778
+1,721
54
$2.13M 0.42%
3,939
+19
55
$2.13M 0.42%
45,044
+989
56
$2.11M 0.42%
71,556
-943
57
$2.1M 0.42%
10,294
+25
58
$2.09M 0.42%
16,481
+276
59
$2.06M 0.41%
9,219
+1,096
60
$2.06M 0.41%
12,226
+2,598
61
$2M 0.4%
8,988
+483
62
$1.93M 0.38%
8,334
-433
63
$1.92M 0.38%
35,369
-1,152
64
$1.87M 0.37%
29,276
-1,620
65
$1.84M 0.37%
21,376
-32
66
$1.84M 0.37%
69,105
67
$1.83M 0.36%
61,635
-1,495
68
$1.82M 0.36%
19,700
-690
69
$1.78M 0.35%
62,480
+1,000
70
$1.78M 0.35%
33,967
+513
71
$1.77M 0.35%
7,613
+2,272
72
$1.7M 0.34%
3,091
+323
73
$1.67M 0.33%
10,602
+166
74
$1.66M 0.33%
20,841
-343
75
$1.66M 0.33%
36,980
1 2
3
4 5