IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.37%
9,363
52
$3.28M 0.37%
11,760
-395
53
$3.2M 0.36%
15,565
-400
54
$3.12M 0.35%
9,788
+189
55
$2.99M 0.33%
13,857
+1,010
56
$2.95M 0.33%
14,415
-838
57
$2.95M 0.33%
16,612
-463
58
$2.92M 0.33%
4
59
$2.91M 0.33%
58,905
-691
60
$2.86M 0.32%
59,203
-402
61
$2.86M 0.32%
54,910
-22,029
62
$2.86M 0.32%
38,449
-70
63
$2.81M 0.31%
+10,148
64
$2.79M 0.31%
12,258
-53
65
$2.78M 0.31%
10,190
-142
66
$2.78M 0.31%
10,793
-261
67
$2.77M 0.31%
43,831
-548
68
$2.7M 0.3%
4,074
+1,570
69
$2.67M 0.3%
24,248
-2,454
70
$2.65M 0.3%
7,415
+15
71
$2.62M 0.29%
17,548
+235
72
$2.61M 0.29%
55,128
-307
73
$2.6M 0.29%
61,415
-399
74
$2.58M 0.29%
14,124
-1,725
75
$2.58M 0.29%
20,181
1 2
3
4 5