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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.25%
18,255
-1,899
102
$1.27M 0.25%
38,848
+420
103
$1.24M 0.24%
12,206
+856
104
$1.24M 0.24%
21,506
105
$1.23M 0.24%
26,826
-767
106
$1.23M 0.24%
38,854
+510
107
$1.23M 0.24%
11,600
-4,970
108
$1.23M 0.24%
25,350
+200
109
$1.23M 0.24%
29,500
-2,181
110
$1.22M 0.24%
30,863
+4,000
111
$1.21M 0.24%
11,169
-100
112
$1.21M 0.24%
23,745
-740
113
$1.2M 0.24%
2,787
+147
114
$1.19M 0.23%
27,383
-212
115
$1.14M 0.22%
18,921
-30
116
$1.14M 0.22%
7,822
-27
117
$1.13M 0.22%
22,737
-529
118
$1.11M 0.22%
6,573
-74
119
$1.1M 0.22%
44,749
+1,797
120
$1.09M 0.21%
4,127
+39
121
$1.07M 0.21%
9,416
+1,756
122
$1.05M 0.21%
6,062
-26
123
$1.05M 0.21%
13,727
-408
124
$1.03M 0.2%
3,664
125
$1.02M 0.2%
7,108
3 4
5
6 7