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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.31%
41,200
-1,710
77
$1.75M 0.3%
9,452
-11
78
$1.71M 0.29%
19,160
+559
79
$1.7M 0.29%
17,325
+274
80
$1.69M 0.29%
9,705
-61
81
$1.68M 0.28%
23,867
-1,907
82
$1.65M 0.28%
9,981
+3
83
$1.65M 0.28%
29,253
-87
84
$1.64M 0.28%
3,671
+4
85
$1.64M 0.28%
13,741
-170
86
$1.62M 0.27%
17,406
-93
87
$1.56M 0.26%
40,725
88
$1.56M 0.26%
8,972
-87
89
$1.54M 0.26%
2,748
-3
90
$1.53M 0.26%
3,177
+78
91
$1.5M 0.25%
3,401
-20
92
$1.5M 0.25%
39,847
+1,219
93
$1.49M 0.25%
29,515
-800
94
$1.48M 0.25%
61,290
+2,478
95
$1.46M 0.25%
4,241
+702
96
$1.45M 0.25%
17,028
-45
97
$1.45M 0.24%
7,205
+1
98
$1.44M 0.24%
37,431
+1,046
99
$1.42M 0.24%
12,206
100
$1.42M 0.24%
21,292
+44
2 3
4
5 6