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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.4%
9,363
52
$2.01M 0.4%
50,204
-158
53
$2.01M 0.39%
67,745
-475
54
$1.99M 0.39%
8,200
+211
55
$1.99M 0.39%
30,407
-97
56
$1.98M 0.39%
21,259
57
$1.98M 0.39%
28,322
-37
58
$1.97M 0.39%
9,622
+203
59
$1.94M 0.38%
8,913
+173
60
$1.92M 0.38%
85,502
-750
61
$1.89M 0.37%
10,842
+144
62
$1.88M 0.37%
20,697
63
$1.88M 0.37%
18,418
-82
64
$1.85M 0.36%
47,052
+8,000
65
$1.83M 0.36%
14,366
+9
66
$1.83M 0.36%
25,589
+731
67
$1.82M 0.36%
10,774
-916
68
$1.79M 0.35%
41,922
+1,535
69
$1.78M 0.35%
62,270
70
$1.77M 0.35%
10,723
+242
71
$1.76M 0.35%
29,165
+1,311
72
$1.73M 0.34%
6,312
-43
73
$1.72M 0.34%
32,778
-1,602
74
$1.7M 0.33%
3,308
+265
75
$1.69M 0.33%
17,615
-804
1 2
3
4 5