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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.28%
22,132
102
$1.09M 0.28%
23,085
103
$1.06M 0.27%
19,834
-1,279
104
$1.05M 0.27%
5,065
-1,092
105
$1.05M 0.27%
22,713
+3,299
106
$1.05M 0.26%
19,040
-2,024
107
$1.03M 0.26%
9,345
-81
108
$1.03M 0.26%
8,659
-3,009
109
$1.02M 0.26%
14,375
-2,941
110
$1.02M 0.26%
13,479
-803
111
$1.01M 0.25%
17,689
+583
112
$1.01M 0.25%
26,498
+1,426
113
$1M 0.25%
5,347
-28
114
$1M 0.25%
10,483
-240
115
$1M 0.25%
5,916
-108
116
$1M 0.25%
11,652
-893
117
$1M 0.25%
17,949
-225
118
$997K 0.25%
508
+7
119
$994K 0.25%
7,147
-3,144
120
$993K 0.25%
31,616
-1,123
121
$988K 0.25%
61,622
-500
122
$955K 0.24%
6,650
-2,208
123
$949K 0.24%
12,791
-226
124
$932K 0.23%
13,311
-6,120
125
$932K 0.23%
25,014
3 4
5
6 7