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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.33%
648,463
+111,548
77
$1.44M 0.33%
21,184
-437
78
$1.42M 0.32%
40,635
-7,672
79
$1.41M 0.32%
8,402
-70
80
$1.37M 0.31%
23,103
-2,518
81
$1.34M 0.31%
2,768
+135
82
$1.3M 0.3%
6,057
+163
83
$1.29M 0.3%
22,508
-3,325
84
$1.28M 0.29%
4
85
$1.27M 0.29%
21,408
-75
86
$1.25M 0.28%
36,388
+487
87
$1.25M 0.28%
41,145
-1,000
88
$1.24M 0.28%
16,900
-3,220
89
$1.24M 0.28%
33,515
+217
90
$1.23M 0.28%
21,742
+43
91
$1.23M 0.28%
31,800
-10,578
92
$1.21M 0.28%
20,238
+434
93
$1.2M 0.27%
28,700
-147
94
$1.19M 0.27%
27,622
-267
95
$1.18M 0.27%
15,664
-2,208
96
$1.16M 0.27%
29,536
+176
97
$1.16M 0.27%
5,692
-1,954
98
$1.15M 0.26%
41,210
-338
99
$1.15M 0.26%
484,565
100
$1.14M 0.26%
38,602
-462
2 3
4
5 6