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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.33%
18,880
+1,980
77
$1.64M 0.33%
26,651
-971
78
$1.63M 0.32%
34,130
-246
79
$1.59M 0.32%
38,144
-458
80
$1.57M 0.31%
9,789
+101
81
$1.52M 0.3%
21,742
82
$1.52M 0.3%
41,414
+779
83
$1.52M 0.3%
8,366
-36
84
$1.51M 0.3%
30,917
-2,598
85
$1.49M 0.3%
20,790
-1,718
86
$1.49M 0.3%
5,594
+174
87
$1.48M 0.3%
25,343
-254
88
$1.48M 0.29%
7,528
-5,896
89
$1.46M 0.29%
30,362
+1,662
90
$1.43M 0.28%
20,857
91
$1.39M 0.28%
4
92
$1.36M 0.27%
36,544
-4,666
93
$1.35M 0.27%
41,145
94
$1.35M 0.27%
36,388
95
$1.34M 0.27%
9,468
-47
96
$1.33M 0.27%
15,674
+10
97
$1.33M 0.26%
20,570
+332
98
$1.32M 0.26%
22,462
-641
99
$1.32M 0.26%
10,913
-238
100
$1.3M 0.26%
30,995
-805
2 3
4
5 6