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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.27%
18,219
+530
102
$1.17M 0.26%
484,565
103
$1.17M 0.26%
9,955
-19
104
$1.13M 0.25%
19,252
-31,669
105
$1.13M 0.25%
9,414
+69
106
$1.12M 0.25%
19,113
-721
107
$1.12M 0.25%
34,832
+6,454
108
$1.11M 0.25%
28,268
+1,770
109
$1.1M 0.25%
21,823
-890
110
$1.09M 0.25%
5,220
-127
111
$1.06M 0.24%
5,836
-3,525
112
$1.06M 0.24%
4,328
+43
113
$1.04M 0.24%
509
+1
114
$1.04M 0.24%
61,149
-473
115
$1.04M 0.24%
7,922
-155
116
$1.04M 0.23%
31,361
-255
117
$1.02M 0.23%
5,778
-138
118
$1.01M 0.23%
4,620
-35
119
$1.01M 0.23%
18,997
-43
120
$1M 0.23%
8,300
-359
121
$994K 0.22%
18,423
+2,002
122
$993K 0.22%
13,021
-290
123
$986K 0.22%
25,014
124
$982K 0.22%
14,964
-2,542
125
$973K 0.22%
6,588
-116
3 4
5
6 7