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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.31%
17,831
-64
77
$1.93M 0.31%
9,051
-295
78
$1.88M 0.3%
4,691
-40
79
$1.84M 0.3%
2,600
-122
80
$1.8M 0.29%
12,162
81
$1.78M 0.29%
23,076
+1,784
82
$1.77M 0.29%
9,475
83
$1.75M 0.28%
3,674
+3
84
$1.71M 0.28%
7,109
-86
85
$1.71M 0.28%
43,749
-859
86
$1.7M 0.28%
19,401
+735
87
$1.7M 0.28%
17,723
+275
88
$1.66M 0.27%
3,152
-15
89
$1.64M 0.27%
17,578
+618
90
$1.61M 0.26%
40,480
-130
91
$1.59M 0.26%
8,860
-24
92
$1.56M 0.25%
28,841
-1,016
93
$1.55M 0.25%
28,719
-640
94
$1.54M 0.25%
30,056
+296
95
$1.53M 0.25%
9,764
-49
96
$1.51M 0.25%
27,523
+2,653
97
$1.51M 0.24%
25,046
+11,984
98
$1.5M 0.24%
5,082
-55
99
$1.5M 0.24%
10,961
+3,290
100
$1.48M 0.24%
16,736
+4,677
2 3
4
5 6