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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.41%
39,374
-1,346
77
$1.38M 0.41%
17,108
+2,288
78
$1.38M 0.41%
30,251
-4,113
79
$1.36M 0.4%
9,980
+3,231
80
$1.35M 0.4%
18,669
+5,335
81
$1.34M 0.4%
8,349
+2,307
82
$1.32M 0.39%
13,653
+807
83
$1.32M 0.39%
13,112
-9,994
84
$1.31M 0.39%
79,176
-1,517
85
$1.28M 0.38%
235,856
-18,147
86
$1.26M 0.37%
24,983
+99
87
$1.26M 0.37%
20,338
-803
88
$1.24M 0.37%
11,587
+1,461
89
$1.24M 0.37%
+13,907
90
$1.23M 0.36%
24,650
+12,378
91
$1.23M 0.36%
24,706
-15,958
92
$1.22M 0.36%
10,803
-636
93
$1.22M 0.36%
15,796
-12,015
94
$1.22M 0.36%
17,883
-1,147
95
$1.21M 0.36%
28,712
-211
96
$1.2M 0.35%
210,425
+109,026
97
$1.19M 0.35%
41,096
+4,281
98
$1.18M 0.35%
11,958
+1,307
99
$1.18M 0.35%
10,522
-14,652
100
$1.18M 0.35%
21,055
+1,436
2 3
4
5 6