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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.32%
5,814
-77
77
$1.73M 0.31%
29,760
-284
78
$1.71M 0.31%
17,895
79
$1.6M 0.29%
3,167
-10
80
$1.59M 0.29%
41,980
+780
81
$1.58M 0.29%
44,608
+4,761
82
$1.58M 0.28%
3,671
83
$1.54M 0.28%
13,844
+103
84
$1.53M 0.28%
7,195
-10
85
$1.53M 0.28%
12,085
-19
86
$1.53M 0.28%
9,813
-168
87
$1.52M 0.27%
2,722
-26
88
$1.48M 0.27%
40,610
-115
89
$1.47M 0.26%
29,359
-156
90
$1.45M 0.26%
29,857
+604
91
$1.44M 0.26%
6,110
+538
92
$1.44M 0.26%
18,666
-494
93
$1.41M 0.25%
9,475
-230
94
$1.4M 0.25%
5,137
-13
95
$1.39M 0.25%
16,960
-68
96
$1.38M 0.25%
58,644
-2,646
97
$1.36M 0.25%
30,775
-586
98
$1.35M 0.24%
8,884
-88
99
$1.34M 0.24%
17,448
-174
100
$1.33M 0.24%
61,286
+22,144
2 3
4
5 6