IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.28%
9,077
-198
77
$2.49M 0.28%
51,614
-861
78
$2.42M 0.27%
4,767
-35
79
$2.42M 0.27%
57,126
+50
80
$2.41M 0.27%
17,105
-29
81
$2.39M 0.27%
90,377
+40
82
$2.32M 0.26%
155,872
-2,533
83
$2.31M 0.26%
138,301
-6,132
84
$2.29M 0.26%
74,326
-754
85
$2.28M 0.25%
69,915
-90
86
$2.22M 0.25%
12,828
-3,202
87
$2.19M 0.24%
379
-12
88
$2.15M 0.24%
17,506
-456
89
$2.14M 0.24%
9,640
-638
90
$2.14M 0.24%
14,644
-424
91
$2.13M 0.24%
2,380
92
$2.09M 0.23%
26,392
-321
93
$2.07M 0.23%
42,030
-342
94
$2.02M 0.23%
12,697
-490
95
$2.02M 0.23%
28,367
-173
96
$2.02M 0.23%
12,166
+1
97
$2.01M 0.22%
+46,163
98
$2M 0.22%
8,737
-235
99
$1.98M 0.22%
26,167
+561
100
$1.97M 0.22%
20,170
-565
2 3
4
5 6