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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.41%
47,313
-24
52
$2.25M 0.41%
12,757
+2,703
53
$2.25M 0.41%
82,050
+2,274
54
$2.24M 0.4%
72,957
-155
55
$2.21M 0.4%
20,845
+381
56
$2.18M 0.39%
37,878
-1,701
57
$2.14M 0.39%
36,608
-226
58
$2.12M 0.38%
66,701
-254
59
$2.1M 0.38%
25,330
-290
60
$2.1M 0.38%
29,640
-229
61
$2.07M 0.37%
9,346
-119
62
$2.06M 0.37%
25,339
+2,386
63
$2.03M 0.37%
9,039
64
$2.02M 0.36%
9,733
-132
65
$2.01M 0.36%
59,251
-329
66
$2.01M 0.36%
26,976
-286
67
$2.01M 0.36%
12,876
68
$1.96M 0.35%
9,651
-199
69
$1.92M 0.35%
50,585
-2,586
70
$1.88M 0.34%
16,070
-50
71
$1.88M 0.34%
9,394
-58
72
$1.85M 0.33%
17,244
-162
73
$1.84M 0.33%
12,162
-44
74
$1.82M 0.33%
26,592
+2,725
75
$1.79M 0.32%
4,731
1 2
3
4 5