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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.4%
61,231
-9,681
52
$2.44M 0.4%
46,119
-1,194
53
$2.38M 0.39%
29,584
-56
54
$2.37M 0.38%
8,988
-663
55
$2.35M 0.38%
38,330
+1,722
56
$2.31M 0.37%
15,666
-404
57
$2.3M 0.37%
27,474
+2,400
58
$2.3M 0.37%
25,235
-104
59
$2.28M 0.37%
9,039
60
$2.22M 0.36%
29,557
+2,965
61
$2.22M 0.36%
62,977
-3,724
62
$2.22M 0.36%
132,364
-15,485
63
$2.2M 0.36%
55,829
-14,223
64
$2.19M 0.36%
16,741
-503
65
$2.16M 0.35%
36,975
-903
66
$2.15M 0.35%
9,672
-61
67
$2.15M 0.35%
53,443
+2,858
68
$2.12M 0.34%
26,873
-103
69
$2.11M 0.34%
20,003
-842
70
$2.09M 0.34%
55,465
-3,786
71
$2.04M 0.33%
41,980
72
$2.02M 0.33%
12,875
-1
73
$1.98M 0.32%
13,681
-163
74
$1.97M 0.32%
9,357
-37
75
$1.97M 0.32%
5,673
-141
1 2
3
4 5