IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
+6.37%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(-5.6%)
Cap. Flow
-$71M
Cap. Flow
% of AUM
-23.96%
Top 10 Holdings %
Top 10 Hldgs %
24.01%
Holding
217
New
7
Increased
62
Reduced
115
Closed
14
Top Buys
| 1 |
Inspire 100 ETF
BIBL
|
$2.1M |
| 2 |
Inspire Small/Mid Cap Impact ETF
ISMD
|
$2.04M |
| 3 |
Eaton
ETN
|
$889K |
| 4 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$574K |
| 5 |
PARA
Paramount Global Class B
PARA
|
$572K |
Top Sells
| 1 |
IBM
IBM
|
$38.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.16M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$2.51M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.49M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.42M |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 10.55% |
| 3 | Industrials | 7.17% |
| 4 | Healthcare | 5.41% |
| 5 | Communication Services | 5.04% |
