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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.33%
41,116
-108
77
$1.3M 0.33%
11,807
-389
78
$1.29M 0.33%
227,715
79
$1.29M 0.33%
8,709
+3,121
80
$1.29M 0.33%
6,587
-426
81
$1.29M 0.32%
78,516
82
$1.29M 0.32%
16,864
-313
83
$1.28M 0.32%
60,200
-2,000
84
$1.27M 0.32%
29,299
+155
85
$1.27M 0.32%
25,106
-22,566
86
$1.26M 0.32%
42,700
87
$1.26M 0.32%
24,473
-3,962
88
$1.26M 0.32%
20,711
-35
89
$1.25M 0.31%
4
90
$1.23M 0.31%
9,923
-535
91
$1.23M 0.31%
5,420
+128
92
$1.2M 0.3%
9,974
-911
93
$1.19M 0.3%
20,090
-640
94
$1.17M 0.3%
26,012
-2,713
95
$1.17M 0.29%
28,378
-2,631
96
$1.13M 0.29%
24,780
+195
97
$1.13M 0.28%
22,072
-580
98
$1.13M 0.28%
24,275
99
$1.12M 0.28%
17,506
-12,150
100
$1.11M 0.28%
18,717
-1,128
2 3
4
5 6