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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.41%
80,602
+44,365
52
$3.23M 0.4%
19,856
-54
53
$3.21M 0.4%
12,297
-94
54
$3.13M 0.39%
9,363
55
$3.11M 0.39%
11,069
+96
56
$3.09M 0.39%
21,340
-237
57
$2.84M 0.36%
16,473
58
$2.82M 0.35%
15,491
-309
59
$2.79M 0.35%
15,780
+219
60
$2.79M 0.35%
59,605
-188
61
$2.78M 0.35%
2,622
+11
62
$2.77M 0.35%
9,331
-52
63
$2.69M 0.34%
147,857
-6,978
64
$2.69M 0.34%
26,510
-584
65
$2.57M 0.32%
157,128
-761
66
$2.54M 0.32%
10,279
-111
67
$2.52M 0.32%
62,351
-164
68
$2.51M 0.31%
11,347
+864
69
$2.45M 0.31%
28,562
-456
70
$2.34M 0.29%
44,982
-349
71
$2.34M 0.29%
7,052
+18
72
$2.34M 0.29%
72,320
+6,779
73
$2.28M 0.29%
70,671
-297
74
$2.26M 0.28%
56,650
+5,657
75
$2.21M 0.28%
52,909
-296
1 2
3
4 5