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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.32%
5,922
+502
77
$1.42M 0.32%
23,674
-799
78
$1.42M 0.32%
8,715
+6
79
$1.41M 0.32%
60,200
80
$1.4M 0.32%
31,418
-4,735
81
$1.4M 0.32%
29,111
-1,034
82
$1.38M 0.31%
29,318
+19
83
$1.37M 0.31%
32,616
+12,877
84
$1.36M 0.31%
22,357
+225
85
$1.36M 0.31%
15,419
-1,445
86
$1.36M 0.31%
4
87
$1.32M 0.3%
15,290
-1,707
88
$1.31M 0.3%
18,847
-534
89
$1.3M 0.29%
42,500
-200
90
$1.3M 0.29%
78,216
-300
91
$1.29M 0.29%
223,721
-3,994
92
$1.27M 0.29%
28,161
+2,149
93
$1.25M 0.28%
19,538
+6,752
94
$1.25M 0.28%
20,788
+77
95
$1.24M 0.28%
10,631
-1,669
96
$1.23M 0.28%
22,085
-1,000
97
$1.23M 0.28%
24,275
98
$1.22M 0.28%
20,992
-1,080
99
$1.21M 0.27%
20,150
+60
100
$1.19M 0.27%
5,244
+179
2 3
4
5 6