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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.33%
3,484
+23
77
$1.66M 0.33%
23,012
+64
78
$1.64M 0.32%
4
79
$1.62M 0.32%
39,785
-978
80
$1.6M 0.31%
6,788
+345
81
$1.59M 0.31%
5,159
+2,000
82
$1.58M 0.31%
20,974
-83
83
$1.58M 0.31%
17,308
-269
84
$1.55M 0.3%
25,215
+117
85
$1.49M 0.29%
3,091
86
$1.49M 0.29%
9,954
+3,780
87
$1.45M 0.29%
3,829
88
$1.44M 0.28%
4,820
+176
89
$1.44M 0.28%
9,426
90
$1.42M 0.28%
38,088
-6,040
91
$1.42M 0.28%
+105,794
92
$1.41M 0.28%
10,191
+72
93
$1.41M 0.28%
40,910
94
$1.4M 0.27%
17,004
-18
95
$1.38M 0.27%
12,484
-35
96
$1.38M 0.27%
18,078
-139
97
$1.36M 0.27%
26,993
+1,294
98
$1.34M 0.26%
14,721
+1,459
99
$1.31M 0.26%
6,148
-36
100
$1.28M 0.25%
30,490
2 3
4
5 6