IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.38%
27,142
-939
52
$3.59M 0.37%
11,942
+1,149
53
$3.58M 0.37%
28,445
-191
54
$3.55M 0.37%
9,363
55
$3.31M 0.34%
13,667
-190
56
$3.3M 0.34%
35,336
+2,744
57
$3.28M 0.34%
11,622
-138
58
$3.23M 0.34%
9,714
-74
59
$3.17M 0.33%
58,489
-416
60
$3.03M 0.32%
17,742
+194
61
$3.02M 0.31%
4
62
$2.98M 0.31%
19,975
-206
63
$2.98M 0.31%
51,744
-3,166
64
$2.97M 0.31%
16,150
+585
65
$2.89M 0.3%
58,960
-243
66
$2.88M 0.3%
14,137
-278
67
$2.85M 0.3%
43,476
-355
68
$2.79M 0.29%
7,443
+28
69
$2.75M 0.29%
60,817
-598
70
$2.73M 0.28%
51,167
-447
71
$2.72M 0.28%
103,447
+13,070
72
$2.71M 0.28%
55,005
-123
73
$2.68M 0.28%
16,846
-259
74
$2.67M 0.28%
22,129
-2,119
75
$2.61M 0.27%
11,087
-1,171
1 2
3
4 5