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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.35%
17,703
-10,757
102
$1.17M 0.34%
+20,662
103
$1.16M 0.34%
16,980
+9
104
$1.13M 0.33%
22,848
-243
105
$1.12M 0.33%
15,702
+3,266
106
$1.11M 0.33%
57,499
-28
107
$1.11M 0.33%
22,990
-45
108
$1.11M 0.33%
43,776
+234
109
$1.09M 0.32%
9,945
+8,128
110
$1.09M 0.32%
13,998
-7,030
111
$1.09M 0.32%
14,527
-771
112
$1.06M 0.31%
6,859
-11,521
113
$1.06M 0.31%
46,927
-19,300
114
$1.05M 0.31%
35,554
-2,767
115
$1.04M 0.31%
+10,067
116
$1.04M 0.31%
51,389
+2,191
117
$1.04M 0.31%
28,521
+6,291
118
$1.02M 0.3%
33,629
+3,240
119
$1.02M 0.3%
19,364
-2,749
120
$1.02M 0.3%
15,733
+146
121
$1.02M 0.3%
63,860
+5,389
122
$1M 0.3%
21,118
-20,301
123
$1M 0.3%
12,422
+423
124
$1M 0.3%
15,274
-17,533
125
$996K 0.29%
20,835
+2,205
3 4
5
6 7