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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.35%
18,528
+110
77
$1.51M 0.34%
10,525
-198
78
$1.5M 0.34%
9,397
-29
79
$1.45M 0.33%
17,308
80
$1.43M 0.32%
32,738
-40
81
$1.42M 0.32%
17,988
-90
82
$1.42M 0.32%
17,354
-261
83
$1.42M 0.32%
25,800
+585
84
$1.42M 0.32%
17,312
+308
85
$1.39M 0.31%
12,450
-34
86
$1.39M 0.31%
38,215
-1,570
87
$1.37M 0.31%
10,185
-6
88
$1.37M 0.31%
3,829
89
$1.37M 0.31%
3,017
-74
90
$1.36M 0.31%
19,138
-1,836
91
$1.35M 0.3%
19,321
+400
92
$1.33M 0.3%
3,528
+44
93
$1.32M 0.3%
40,910
94
$1.3M 0.29%
27,595
+602
95
$1.26M 0.28%
7,591
96
$1.26M 0.28%
21,306
-200
97
$1.25M 0.28%
38,813
-41
98
$1.23M 0.28%
12,348
-9
99
$1.22M 0.27%
41,586
+2,738
100
$1.21M 0.27%
30,490
2 3
4
5 6