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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.4%
9,465
-132
52
$2.38M 0.4%
9,363
53
$2.31M 0.39%
12,876
-134
54
$2.29M 0.39%
79,776
+3,357
55
$2.28M 0.39%
39,579
-3,699
56
$2.23M 0.38%
9,865
-53
57
$2.22M 0.37%
25,620
+550
58
$2.2M 0.37%
+27,262
59
$2.19M 0.37%
9,039
60
$2.19M 0.37%
66,955
+5
61
$2.15M 0.36%
29,869
-67
62
$2.14M 0.36%
17,687
-1,129
63
$2.1M 0.35%
53,171
+46
64
$2.08M 0.35%
59,580
-1,510
65
$2.08M 0.35%
9,850
+496
66
$2.07M 0.35%
4
67
$2.06M 0.35%
16,120
+4
68
$2.04M 0.34%
25,191
-125
69
$1.98M 0.33%
17,895
-438
70
$1.93M 0.33%
22,953
+667
71
$1.92M 0.32%
30,044
-352
72
$1.92M 0.32%
4,731
-63
73
$1.91M 0.32%
17,316
-2,393
74
$1.88M 0.32%
10,054
+702
75
$1.83M 0.31%
5,891
+1
1 2
3
4 5