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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.27%
6,147
-1
102
$1.15M 0.26%
12,466
+260
103
$1.15M 0.26%
4,136
+9
104
$1.13M 0.25%
25,350
105
$1.11M 0.25%
18,219
-36
106
$1.11M 0.25%
26,578
-248
107
$1.1M 0.25%
2,861
+74
108
$1.1M 0.25%
27,383
109
$1.09M 0.25%
11,315
+146
110
$1.09M 0.24%
3,542
+1,240
111
$1.08M 0.24%
7,709
-113
112
$1.06M 0.24%
3,664
113
$1.03M 0.23%
43,700
+770
114
$1.02M 0.23%
34,834
-12,218
115
$1.01M 0.23%
27,744
-1,756
116
$1.01M 0.23%
6,057
-5
117
$998K 0.22%
18,241
-46
118
$977K 0.22%
7,326
119
$977K 0.22%
4,157
+2,185
120
$961K 0.22%
6,704
-3,250
121
$960K 0.22%
11,980
-2,741
122
$955K 0.21%
11,801
+240
123
$944K 0.21%
6,161
-412
124
$943K 0.21%
19,095
-3,642
125
$936K 0.21%
27,743
3 4
5
6 7