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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.26%
11,151
-179
102
$1.1M 0.25%
7,922
+62
103
$1.07M 0.25%
34,376
+31
104
$1.06M 0.24%
6,571
+381
105
$1.04M 0.24%
20,857
106
$1.03M 0.24%
8,183
-1,212
107
$1.03M 0.24%
12,477
-542
108
$1.02M 0.23%
3,752
-28
109
$1.02M 0.23%
9,006
-5,208
110
$992K 0.23%
11,035
-71
111
$992K 0.23%
9,515
+17
112
$988K 0.23%
18,961
+17
113
$987K 0.23%
8,356
+1,207
114
$978K 0.22%
36,980
-360
115
$970K 0.22%
24,241
116
$969K 0.22%
18,719
-3,810
117
$965K 0.22%
11,834
-1,430
118
$940K 0.21%
8,635
+1,378
119
$925K 0.21%
42,974
-23,006
120
$925K 0.21%
164,585
121
$924K 0.21%
6,285
-99
122
$914K 0.21%
11,146
+977
123
$907K 0.21%
17,957
-3,067
124
$903K 0.21%
5,489
-271
125
$898K 0.21%
6,066
-1,063
3 4
5
6 7