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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.26%
484,565
102
$1.22M 0.24%
5,752
+263
103
$1.22M 0.24%
17,070
+4,724
104
$1.21M 0.24%
5,419
-273
105
$1.2M 0.24%
14,078
-6,442
106
$1.19M 0.24%
26,548
-2,988
107
$1.14M 0.23%
6,722
+151
108
$1.14M 0.23%
6,730
+664
109
$1.13M 0.22%
16,667
+1,864
110
$1.1M 0.22%
10,070
+1,435
111
$1.1M 0.22%
23,241
-1,000
112
$1.1M 0.22%
16,086
+745
113
$1.09M 0.22%
6,761
+476
114
$1.07M 0.21%
9,037
+681
115
$1.06M 0.21%
2,991
+170
116
$1.06M 0.21%
12,685
+208
117
$1.05M 0.21%
16,144
+1,929
118
$1.04M 0.21%
19,384
-1,620
119
$1.04M 0.21%
7,460
-462
120
$1.03M 0.21%
10,744
-1,090
121
$1.03M 0.21%
6,203
122
$1.03M 0.2%
10,164
-871
123
$1.02M 0.2%
17,304
-168
124
$1.02M 0.2%
18,456
-1,216
125
$1.01M 0.2%
8,587
-419
3 4
5
6 7