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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.44%
73,577
-5
52
$1.94M 0.44%
9,363
53
$1.89M 0.42%
28,292
-30
54
$1.88M 0.42%
30,414
+7
55
$1.88M 0.42%
15,486
+210
56
$1.88M 0.42%
17,941
-4,848
57
$1.87M 0.42%
67,350
-395
58
$1.84M 0.41%
25,491
-98
59
$1.77M 0.4%
50,887
+683
60
$1.73M 0.39%
6,263
-49
61
$1.71M 0.38%
9,657
+35
62
$1.69M 0.38%
20,621
-76
63
$1.69M 0.38%
3,344
+36
64
$1.69M 0.38%
84,890
-612
65
$1.68M 0.38%
11,335
-2,701
66
$1.67M 0.37%
62,080
-190
67
$1.67M 0.37%
38,088
68
$1.67M 0.37%
10,215
-2,105
69
$1.66M 0.37%
28,723
-442
70
$1.63M 0.36%
4
71
$1.62M 0.36%
4,861
+41
72
$1.62M 0.36%
14,307
-59
73
$1.61M 0.36%
24,113
+1,101
74
$1.59M 0.36%
42,106
+184
75
$1.56M 0.35%
7,539
+4,000
1 2
3
4 5