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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.27%
17,278
-171
77
$2.15M 0.27%
9,253
-19
78
$2.14M 0.27%
5,503
-162
79
$2.1M 0.26%
3,572
-460
80
$2.08M 0.26%
18,072
+477
81
$2.04M 0.26%
10,894
+578
82
$2.04M 0.26%
4,813
+53
83
$2.04M 0.26%
48,658
-976
84
$2.02M 0.25%
13,180
-422
85
$1.97M 0.25%
18,854
+717
86
$1.96M 0.25%
3,156
-36
87
$1.94M 0.24%
26,779
-71
88
$1.94M 0.24%
28,881
-173
89
$1.91M 0.24%
21,166
-51
90
$1.9M 0.24%
35,704
-62
91
$1.89M 0.24%
22,276
-565
92
$1.86M 0.23%
374
93
$1.85M 0.23%
11,111
-8
94
$1.85M 0.23%
40,300
-180
95
$1.84M 0.23%
31,583
-3,525
96
$1.82M 0.23%
5,028
+78
97
$1.82M 0.23%
9,019
+295
98
$1.8M 0.23%
16,293
+1,609
99
$1.76M 0.22%
15,236
-266
100
$1.72M 0.22%
10,951
-53
2 3
4
5 6