IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$3.19M
3
+$3.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.99M

Top Sells

1
+$11.3M
2
+$8.86M
3
+$5.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.2M
5
SBUX icon
Starbucks
SBUX
+$5.11M

Sector Composition

1 Technology 13.15%
2 Financials 11.06%
3 Healthcare 7.58%
4 Communication Services 7.43%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$759K 0.31%
+2,890
102
$747K 0.31%
+5,457
103
$745K 0.31%
+2,996
104
$738K 0.3%
+16,844
105
$733K 0.3%
47,051
+581
106
$730K 0.3%
21,417
-225
107
$716K 0.29%
+5,354
108
$698K 0.29%
43,296
-5,247
109
$695K 0.29%
10,123
-60
110
$692K 0.28%
+8,001
111
$686K 0.28%
+11,005
112
$680K 0.28%
+12,970
113
$676K 0.28%
14,047
+102
114
$664K 0.27%
34,689
+1,412
115
$660K 0.27%
+10,839
116
$657K 0.27%
+25,957
117
$650K 0.27%
24,374
-975
118
$649K 0.27%
15,268
+201
119
$647K 0.27%
16,412
-3,769
120
$644K 0.26%
484,565
+1,330
121
$615K 0.25%
+18,230
122
$615K 0.25%
24,844
-26,207
123
$614K 0.25%
9,886
-198
124
$613K 0.25%
18,841
-1,038
125
$603K 0.25%
+9,158
3 4
5
6 7